Subpoena Intake Team Lead I

Job Title

The U.S. Subpoena Team manages the intake and processing of subpoenas and other legal requests, ensuring timely, accurate, and compliant responses within a high-volume, deadline-driven environment.

The Intake Team Lead oversees daily intake operations, including reviewing incoming requests, coordinating workflow, and ensuring accurate data entry into case tracking systems. This role requires strong leadership, attention to detail, and a process-driven approach to managing high-volume administrative tasks and prioritizing time-sensitive requests.

The ideal candidate will have proven management experience, excellent organizational skills, and the ability to effectively oversee and support team workflow. Prior experience in a legal or subpoena-related environment is encouraged but not required.

Depth & Scope

• Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
• Provides management, leadership, coaching, counseling and guidance to subpoena team
• Supervises subpoena department projects and meets regularly with subpoena department members to track progress and adjust assignments and deliverables
• Trains new subpoena staff members in policies, practices and procedures including incorporating procedures
• Oversees the more complex production requests and prepares them for submission to Legal Research team
• Provides direction to other Subpoena staff members; assigns, prioritizes and monitors work
• Provides training to new Subpoena staff members on policy and procedure, as requested by Supervisor
• Leads projects, special tasks and the more difficult to handle summons and subpoenas
• Participates in evaluating effectiveness of projects after implementation; receives feedback from various internal areas, passes information to others as necessary and incorporates changes into further project plans
• May be required to travel and/or testify on the Bank's behalf as Record's Custodian
• Communicates with in-house counsel and outside counsel on various topics

Education & Experience

• High School Diploma or GED
• 5 Years of related experience
• Legal Assistant certification/training highly desirable
• 4+ years of legal assistant work experience or administrative experience in a banking or corporate environment or legal office is required
• Must have strong knowledge of departmental policies, procedures and functional areas of the organization
• Advanced Proficiency with basic office equipment such as personal computers, fax machines, copiers and telephone systems with excellent knowledge of Microsoft Word, Excel, PowerPoint and Access
• Must have excellent typing and transcription skills
• Excellent interpersonal, organizational, verbal and written communication skills are necessary
• Detail-oriented, highly motivated and adaptable
• Must exercise sound judgment and maintain confidentiality of records and information
• Must have excellent Customer service orientation

Physical Requirements

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• 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. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more

Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at View email address on click.appcast.io. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.