Job Description
TD Securities is one of the world's leading global financial institutions, and they are seeking a Finance Operations Officer II to handle operational finance activities and provide optimal internal customer service. The role involves processing various finance-related transactions, maintaining working relationships with internal partners, and contributing to financial initiatives and programs. Responsibilities Handle operational finance activities such as processing / balancing / reconciling / validating transactions, investigating customer issues, preparation of files, data gathering and cleansing, report production and preparation etc Process various finance related transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs) Provide optimal internal customer and partner service, adhering to customer service standards Ensure exception/ correction/payment items and inquiry items are identified and properly processed as per department guidelines Act as a key resource to Finance partners by providing relevant and meaningful financial information / data, responding to enquiries and performing adjustments within authority levels Coordinate and/or consolidate financial information needs / requests Identify key variances and contribute to the analysis, due diligence and execution and/or implementation of potential initiatives within defined area of responsibility Maintain working relationships with internal customers, partners and/or vendors including responding to questions and/or concerns in an effective and timely manner Contribute to the execution or delivery of financial and/or special initiatives and programs as assigned Keep current on emerging issues and industry trends for the Business / Finance area being supported Prioritize and manage own workload to meet SLA requirements for service and productivity Understand and apply operating policies and procedures Follow internal and industry regulations and standard operating practices in completing and recording transactions for either the organization or customers Escalate non-standard or high risk activities as necessary Ensure documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations Complete investigations – report / escalate risk issues or process gaps identified Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency Ensure necessary due diligence to support the accuracy of all transactions / activities Be knowledgeable of and comply with Bank Code of Conduct Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit Participate in personal performance management and development activities, including cross training within own team Keep 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 Contribute to a fair, positive and equitable environment that supports a diverse workforce Act as a brand champion for your business area/function and the bank, both internally and/or externally Work within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and several systems or applications characterized by a combination of manual and automated processes Transactions and activities require process knowledge for own area of expertise and could include ad hoc non-routine requests across multiple jurisdictions Identifies issues and resolves or escalates internally as required (within a prescribed set of parameters/rules) Typically has interaction with internal customers/partners Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities Requires working level knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported Generally reports to a Team Leader Skills High School diploma 1+ years relevant experience Undergraduate degree/ college diploma Benefits Health and well-being benefits Savings and retirement programs Paid time off Banking benefits and discounts Career development Reward and recognition programs Company Overview TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services. It was founded in 1855, and is headquartered in Toronto, Ontario, CAN, with a workforce of 5001-10000 employees. Its website is