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Key Responsibilities
Design and deliver corporate access events-roadshows, conferences, roundtables, site visits, and virtual meetings across sectors including coordination of logistics, itineraries and venues.
- Firming up all specifics/restrictions with internal/external clients for all of the upcoming meetings
- Launching the event and updating the internal systems
- Building out the schedule (managing situations for high and low demand schedules)
- Working through logistics involved virtually or in person days.
Liaise with C-level clients to facilitate project delivery
Work with team in NY and Toronto to originate APAC roadshows for North American companies
Create APAC site visits for global clients
Prepare, coordinate and host all business communications and events (written, in-person and virtual).
Support the preparation and presentation of materials for internal and external use.
Ensure compliance with regulatory guidelines, manage sensitive information, and support documentation retention and record keeping.
Coordinate and manage multiple engagements and roadshow schedules simultaneously
Support and collaborate with Front Office colleagues to deliver exceptional service and respond flexibly to urgent business needs.
Develop and maintain a network of contacts within the space that includes executives, analysts as well as buy-side counterparts.
Multi-task within a fast-paced and dynamic environment while focusing on details.
Independently problem solve while demonstrating leadership with communication across all stakeholders.
Requirements
Experience in event management, client service, or investor relations within financial services.
Strong organizational, administrative, and multitasking skills able to work under tight deadlines and ability to organize and prioritize large volumes of information and communication.
Excellent verbal and written communication attention to detail.
Advanced Microsoft Office and Outlook skills CRM proficiency.
Discretion with confidential information proactive, team-oriented, and flexible with work hours.
Must be detail oriented and possess problem-solving skills
Must be able to work independently with minimal supervision and establish priorities
Proficient in interpersonal communication (both oral and written), and have the ability to communicate effectively with all levels of staff and management
Strict adherence personally and at a desk level to the firm's procedures
Understands and complies with TD Policies, regulatory and compliance requirements
Demonstrates governance, control and risk management behaviors in alignment with TD policies and practices
Preferred Qualifications:
Bachelor's degree in finance, business or related field strong understanding of the financial markets
Min 7 years in a corporate access, investor relations or related positions in the financial services industry
Strong planning, organization, and problem-solving skills with high attention to detail
Analytical mindset with the ability to interpret financial data and market research
Proactive and self-motivated with the ability to work independently and as part of a team
Excellent communication, attention to detail and multi-tasking capability
Knowledge of Microsoft Office Suite (PowerPoint, Word, Excel), Zoom and MS Teams
Quick learner for Corporate Access specific technology that houses all events ex: iPreo/iPlanner/MeetMax (or similar planning platforms preferred)
Comfortable working with people at all organizational levels, as well as a high-pressure environment
Ability to understand business strategies and partner across divisions
Strong team player with a willingness to pivot across multiple projects and teams, adaptable with a can-do attitude.
Job ID: 134101901