Full-Time

Executive Assistant

Tds

Posted on 2/21/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

$95k - $125kAnnually

Mid, Senior

New York, NY, USA

Category
Executive Support
Administrative & Executive Assistance
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Associates degree and/or Bachelors degree or progressive work experience in addition to experience below
  • 5-7 Years of related experience
  • Knowledge and experience supporting in capital markets within an administrative and operations capacity – is a strong asset
  • Exceptional clerical and administrative skills
  • Ability to work independently and within a team
  • Proven organizational skills, with ability to keep others focused on task and efficient
  • Excellent communication skills, both written and verbal with ability to work with all levels of the enterprise
  • Demonstrated PC skills, including proficiency with spreadsheets, reporting tools and presentation software.
Responsibilities
  • Manage efficiently in a multi-tasked environment and ensure deadlines are met.
  • Apply appropriate due diligence ensuring accuracy in preparing and promptly completing all required supporting documentation (i.e., reports, presentations, invoices, correspondence/communications, tables, charts, files, etc. video conferencing etc.).
  • Consistently exercise discretion in managing correspondence, information, and all matters of confidentiality, escalate where appropriate.
  • Efficiently manage expectations/concerns through strong communication skills, both verbal and written.
  • Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required.
  • Maintain proficiency with software applications/programs and/or department specific systems as required (i.e. MS Office, Word, PowerPoint, Excel, etc.).
  • Efficiently manage and promptly respond to all incoming enquiries/requests for information independently or re-direct to the appropriate person/area.
  • Assist departmental cost/expense management, including reporting, reconciliation, and forecasting.
  • Contribute fully to the business by leading, supporting, and managing annual event planning such as off-sites, town halls, employee appreciation and other ad hoc events such as conferences.
  • Ensure the optimal level of customer service and professionalism is provided.
  • Provide accurate, organized, and efficient administrative support; collect and track data, research information, sort and distribute mail, schedule and organize meetings and travel, manage calendars, create and maintain files, and perform other executive administrative assignments as required.
  • Prioritize and manage own workflow to ensure quality and efficiency (i.e.meet deadlines; be flexible in adjusting to changing work priorities).
  • Use software programs and other tools or equipment with ease and efficiency and provide documents/ information that effectively support the needs of the team.
  • Take initiative to identify and recommend improvements in own job function, research and/or investigate issues requiring resolution in order to execute on assigned tasks.
  • Be an effective resource and flexible in adjusting to changing work priorities of the executive(s).
  • Participate fully as a member of a team supporting the executive(s) and contribute to a positive work environment.
  • Keep executive(s)/immediate team informed and up to date about the status/progress of projects, and all relevant or useful information related to day-to-day activities.
  • Support the executive team by continuously developing knowledge in own area.
  • Support the broader team for key programs such as Roadshows preparation including travel arrangement.
Desired Qualifications
  • Knowledge and experience supporting in capital markets within an administrative and operations capacity – is a strong asset.

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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