Elizabeth Leclair

Experience

• 

  TD

  Nov 2011 - Nov 2019

  • Leading a team of 7 operations officers providing regular touchpoints and monthly coaching to support development of professional and personal goals• Recognizing team members for contributions to the business and rewarding accordingly through TD Appreciate• Senior custodian of securities; ensuring accurate record keeping to meet annual audit requirements• Building a talent pipeline through networking opportunities, interviews, hosting job shadowing• Understanding the risks of the business and key components of operations by maintaining Business Continuity Management plan and completing annual testing within business timelines to keep the plan compliant • Realigning priorities to support other teams within CLO to meet business objectives during peak volumes Show less • Maintaining a portfolio of 70 credit deals including complex deals requiring multi-currency funding and ensuring transactions are completed in an efficient and timely manner • Examining credit agreements to complete closings in which TDBNA is acting as a participant (new deals, amendments, assignment and assumptions, secondary purchases) using Loan IQ• Minimizing operational risk by performing secondary review of transactions and ensuring accuracy before releasing• Interacting with internal and external partners to ensure compliance with bank policies and regulatory requirements• Leading CLO's social committee, Team Captain of TDBNA's Bike for Tykes Team Show less • Leading a team of 9 Customer Service Representatives and coaching regularly towards achieving business, professional and personal objectives by completing service observations• Identifying unbalanced cash transactions and reconciling mistakes to reduce the number of unbalanced closings and mitigate losses to the branch• Training and mentoring new employees by guiding them through customers’ transactions and bank policies, ensuring quality service and compliance to privacy• Minimizing branch risk exposure to risk by focusing on audit compliance and implementing a continuous learning environment that ensures the necessary controls are in place• Resolving escalated issues, ensuring the interests of the shareholder and client are considered Show less • Providing the right banking solutions to meet the diverse needs of both new and established clients while also meeting personal targets• Answering client questions and concerns based on TDCT product and policy knowledge through telephone and in-branch inquiries• Building new client relationships and deepening existing relationships by providing the right advice • Leading LEI committee in customer connection days, including fundraising campaigns for Friends of the Environment and Children’s Miracle Network Show less

  • Team Lead, Corporate Lending, TD Securities

    Nov 2018 - Nov 2019

  • Analyst, Corporate Lending, TD Securities

    May 2017 - Nov 2018

  • Manager of Customer Service

    Jan 2016 - Apr 2017

  • Financial Services Representative

    Dec 2014 - Jan 2016

  • Customer Relations Coordinator

    Sept 2013 - Dec 2014

  • Customer Service Representative/ Secure Desk Operator

    Nov 2011 - Sept 2013
• 

  National Bank Private Banking 1859

  Nov 2019 - Jan 2022

  Executive Assistant/ Receptionist

  • Maintaining calendar of RVP by arranging meetings and appointments and coordinating logistics of meetings (equipment or materials needed)• Receiving all incoming mail and ensuring that all expenses are reported and completed in a timely manner• Greeting all clients, business partners and presenting a positive image of the office while directing to the appropriate representative• Ordering all office supplies ensuring all supplies are recorded and adequate supply is always on hand• Onboarding of new staff including all access and ensuring equipment is ready Show less

• 

  National Bank of Canada

  Jan 2022 - now

  • Overseeing a team of investment operations analysts in supporting National Bank Investment Network clients by ensuring compliance, accuracy, and efficiency in the settlement of Mutual Fund trades• Managing the team’s operations by planning capacity, and managing team performance and quality using ControlIQ• Monitoring key performance indicators and adjusting priorities as needed throughout the day • Recognizing team members for contributions to the business and rewarding accordingly using MyImpact, monthly “Player of the Month” and informally in team huddles Show less

  • Section Manager, Mutual Fund Dealer Operations

    Feb 2024 - now

  • Section Manager, NBIN Onboarding

    Jan 2022 - Jan 2024