Work Location:
New York, New York, United States of America

Hours:
40

Line of Business:
TD Securities

Pay Detail:
$60,000 - $75,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

• Maintain office policies and procedures and act as the SME for CIB Expense policies, which includes providing advice and guidance to bankers and administrative staff with respect to expense-related queries
• Develop and maintain relationships with client-facing corporate & investment banking professionals, Finance support partners, and the TDS Finance Operations team
• Extract and analyze expense data sets to support budgeting/planning activities
• Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained
• Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, and share ideas
• Support employee onboarding and offboarding processes with respect to training, access requests, seating, etc.

• Maintain office policies and procedures and act as the SME for CIB Expense policies, which includes providing advice and guidance to bankers and administrative staff with respect to expense-related queries
• Develop and maintain relationships with client-facing corporate & investment banking professionals, Finance support partners, and the TDS Finance Operations team
• Extract and analyze expense data sets to support budgeting/planning activities
• Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained
• Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, and share ideas
• Support employee onboarding and offboarding processes with respect to training, access requests, seating, etc.

• Sound knowledge and understanding of the operating environment, business process and procedures, and transaction lifecycle for own area (e.g., processing environment, applications, software, hardware, products)
• Sound level knowledge with some form of related training and/or related experience or skills
• Ability to execute on standard and non-standard processes and requests of low to medium complexity with moderate to high-risk/financial impact
• Identifies key operational/ reporting/process issues for own area
• Provides thorough analysis and/or specialized reporting or operational/process support
• Requires general understanding of the overall function and/or businesses supported
• Some complexity in operational/reporting/ process and/or analysis function generally requiring a short-term focus
• May lead small scale initiatives or work stream packages for assigned area
• Completes work within specifically defined parameters with guidance/ direction from management as necessary
• May provide training to others on best practices, processes, etc. as well as guide junior staff for the completion of business as usual functions

• Undergraduate degree/ college diploma
• 3+ years relevant experience
• Solid knowledge key functional areas
• Knowledge of products traded
• Knowledge of current and emerging competitor and market trends
• Knowledge of risk management environment, standards and regulations
• Knowledge of project/program support, planning and implementation
• Ability to exercise sound judgement in making decisions
• Ability to communicate effectively in both oral and written form
• Ability to work collaboratively and build relationships
• Knowledge of systems interfaces, payment and funding processes, compensation rules, and regulatory issues
• Skill in using analytical software tools, data analysis methods and reporting techniques
• Skill in using computer applications including MS Office
• Ability to analyze, organize and prioritize work while meeting multiple deadlines
• Ability to work successfully as a member of a team and independently
• Ability to handle confidential information with discretion

• Executes more complex transactions and overrides accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Identifies, documents, and investigates processes/exceptions arising from transactions/processes beyond first level operations service delivery
• Coordinates with partners on key initiatives and may act as a project lead/subject matter expert for small-scale projects/ initiatives in accordance with project management methodologies
• Refers or escalates processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained
• Identifies opportunities to improve service delivery
• Provides accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interpret findings and make recommendations
• Supports partners with both inbound and outbound requests from various channels, answering questions to perform adjustments within authority levels
• Contributes to the production of consolidated or aggregated reporting as appropriate
• Maintains working relationships with customers by resolving customer issues and articulating business processes to respond to customer queries
• May interact with other partners and vendors, providing guidance and/or addressing questions/concerns in an effective and timely manner

• Supports the timely and accurate completion of business processes and procedures according to SLA requirements
• Contributes to business objectives for operational excellence -- identify, suggest and actively participate in improving standards, policies, procedures, and solutions
• Continually develops understanding of internal and industry regulations and trends, contributing to team knowledge of emerging issues/risks, and assess potential impacts as it relates to operating policies, standards and procedures
• Consistently exercises discretion in managing correspondence, information and all matters of confidentiality
• Analyzes service delivery issues and conduct internal/external research projects and/or contribute to audit reviews; run testing, and generate reports to identify potential solutions within TD's risk appetite that enhance the customer experience and support business objectives
• Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Contributes to the development/delivery of presentations/ communications to management or broader audiences
• Ensures necessary due diligence to support the accuracy of all customer transactions / activities
• Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite; adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
• Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Supports change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processes
• Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

• Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure the timely communication of issues/points of interest
• Supports the team by actively building operations/business services knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team, across the function, and with partners (e.g., audit, business insights)
• Provides training, coaching and/or guidance to others on the team
• Participates in personal performance management and development activities, including cross training within own team and other teams in Global Operations & Business Services
• Ensures the timely communication of issues that are relevant to the team and encourage a good working relationship with other departments
• Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for Global Operations & Business Services and the bank, both internally and/or externally