Work Location: Mount Laurel, New Jersey
Hours: 40
Pay Details: $86,840 - $130,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs.
Line of Business: Gestion de patrimoine TD
Job Description:
The PCS Corporate Trust Advisor administers and retains assigned accounts including, Bond Trustee, Bond Registrar, Paying Agent, Escrow Agent and Custody.
Depth & Scope:
- As a Level II Advisor, the Portfolio Revenue target is $750K-$1 million
- Participates in presentations to Clients to provide information on a variety of trust and financial services
- Monitors Clients' accounts, resolving problems and offering alternatives
- Ensures the accuracy and maintenance of Client records and files and updates information as needed
- Coordinates with more experienced staff, when appropriate to resolve more difficult Client issues, problems and requests
- Communicates regularly with Operations, Tax, Compliance and Sales personnel and other appropriate internal areas to give and receive updated Client information
- Ensures proper administration of Company policies and regulatory guidelines and ensures coordination of services
- Develops business plans with results based on activities identified and quantified to broaden and expand Client relationships
- Identifies referral opportunities within book of business and engage PCS partners and internal/external contacts to close on those opportunities
- Attains predetermined annual sales, cross-referral and account retention goals through proactive Client contact
- Assists PCS team members with business development activities
- Participates in department administration and committees as required
- Evaluates issues, problems and opportunities in department's account relationships and recommends changes in policies and procedures to improve efficiency and enhance revenue
- Suggests changes for operational improvement
- Complies with Corporate Trust policy and procedures and business strategies
- Reviews legal documents of assigned accounts to determine terms, responsibilities and duties of the Company
- Works independently with limited supervision from senior staff members
- Administers more complex accounts
- Meets with Clients regularly to review proposals
Education & Experience:
- Bachelor's degree or progressive work experience in addition to experience below
- 5+ Years of related experience
- Thorough knowledge of Corporate Trust laws required
- Financial professional designation preferred
- Proven sales ability, including successfully attracting new Clients
- Attention to detail
- Excellent communication skills, written, verbal and presentation
- High performance standards for self and others
- Strong execution skills and action oriented
- Critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs
- Completion of a recognized certification program preferred prior to employment
Physical Requirements:
- Domestic Travel – Occasional
- International Travel – Never
- Performing sedentary work – Continuous
- Performing multiple tasks – Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds – Occasional
- Sitting – Continuous
- Standing – Occasional
- Walking – Occasional
- Moving safely in confined spaces – Occasional
- Lifting/Carrying (under 25 lbs.) – Occasional
- Lifting/Carrying (over 25 lbs.) – Never
- Squatting – Occasional
- Bending – Occasional
- Kneeling – Never
- Crawling – Never
- Climbing – Never
- Reaching overhead – Never
- Reaching forward – Occasional
- Pushing – Never
- Pulling – Never
- Twisting – Never
- Concentrating for long periods of time – Continuous
- Applying common sense to deal with problems involving standardized situations – Continuous
- Reading, writing and comprehending instructions – Continuous
- Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.
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