Client Reporting Operations Officer

TD Bank

Toronto, Ontario, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
On-site
Client statement inquiries
Discrepancy resolution
Process improvement identification
This role is accountable for operational support, reporting, and analytics of client statements inquiries, acting as a point of contact for complex statement issues

Job Summary

  • This role is accountable for operational support, reporting, and analytics of client statements inquiries, acting as a point of contact for complex statement issues.
  • The officer will provide analytical and process support, assist with statement review and reconciliation, and work to highlight pain points and support redesigning existing processes.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for colleagues.

Matching Summary

This role is accountable for operational support, reporting, and analytics of client statements inquiries, acting as a point of contact for complex statement issues.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client statement inquiries
  • Discrepancy resolution
  • Process improvement identification
  • Risk management principles

Nice-to-have

  • Legendary partner and client experiences
  • Continuous improvement mindset
  • Industry best practices awareness

Key Requirements

  • Bachelor's degree in finance, accounting, or related field
  • Prior experience in wealth management operations
  • Proficiency in financial systems and Excel
  • Strong analytical and problem-solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter