Executive Assistant, Investment Banking - Capital Markets

Executive Assistant II TDS

The Executive Assistant II TDS provides dedicated administrative support to executives and may also provide a broad range of administrative or general office support for a broader team.

Depth & Scope:

• Reports to a TDBG Senior Vice President (SVP) and provides dedicated executive administrative support
• Fully qualified administrative support performs multiple tasks and/or works on a diverse range of tasks of medium complexity
• Takes a broad perspective to identify and resolve issues that are atypical, infrequent or not covered by stated processes
• Typically has interaction with internal customers / partners, may interact with external partners
• Focus of work is on the completion of day to day, weekly and/ or monthly processes or activities; may include longer term routine activities
• Has autonomy and some discretion to make decisions within well-defined parameters
• Role may also be involved with the administration of sensitive and/or confidential material requiring discretion
• Requires proficiency gained through job related training to perform a range of duties, and has working level knowledge of the business unit / operational functions as well as regulatory issues/requirements for jurisdictions

Education & Experience:

• Post-Secondary education
• 3+ years of experience

Customer Accountabilities:

• Provides a high level of administrative support ensuring quality service and professionalism at every interaction
• Acts as the point of contact among executives, employees, clients and other external partners
• Manages information flow in a timely and accurate manner
• Maintains executives' schedules by planning and scheduling meetings, conferences, teleconferences, and travel
• Manages expenses and prepare weekly, monthly or quarterly reports
• Formats information for internal and external communication – memos, emails, presentations, reports
• Takes minutes during meetings
• Screens and directs phone calls and distributes correspondence
• Supports broader team may manage office supply inventory, equipment, and other processes as required

Shareholder Accountabilities:

• Prioritizes and manages own workload to meet SLA requirements for service and productivity
• Consistently exercises discretion in managing correspondence
• Understands and applies operating policies and procedures
• Ensures documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
• Escalates non-standard or high-risk activities as necessary
• Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
• Ensures necessary due diligence to support the accuracy of all activities
• Is knowledgeable of and comply with Bank Code of Conduct

Employee/Team Accountabilities:

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
• Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit
• Participates in personal performance management and development activities, including cross training within own team
• 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 a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

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.