Wealth Operations Specialist I - Mt. Laurel, NJ

Work Location

Greenville, South Carolina, United States of America

Hours

40 hours per week

Pay Details

$23.25 - $30.75 USD

Growth Opportunities and Skill Development

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Job Description

The US Wealth Operations Specialist I is an introductory role to Wealth that performs specialized operational tasks in support of one or more US Wealth Management lines of business.

• Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external.
• Is competent in at least one core Wealth System (Tracker, Netx360, FIS Trust Desk) as well as other role-specific systems (Fidelity, Lotus Notes, Transtar among others) as needed.
• Performs basic processing.
• Ensures transactions are confirmed and entered in system, according to established policies and procedures for each type of transaction.
• Resolves problems with transactions by communicating directly with client-facing advisors, clients, and 3rd parties.
• With oversight, prepares detailed information and reports on transactions and accounts as needed.
• Provides direction and answers to basic questions as needed.
• Adheres to established quality standards for all work performed.
• Supports Trackers / Phones/ email to advise and assist client-facing CSA's.
• Accountabilities are of moderate complexity and scope and performed under general management supervision.

Education & Experience

Undergraduate Degree or High School Diploma with 3+ years related experience required. A minimum of SIE & Series 99 registration is required; if hired without licenses, candidate will need to acquire within a defined period outlined at time of hire.

• Knowledge of accounting entries and procedures.
• Knowledge of trust operations processes.
• Strong arithmetic skills.
• Strong organizational skills.
• Strong time management skills.
• Attention to detail.
• Interpersonal skills.
• Communication skills, both verbal and written.
• PC skills.

About the Company

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.

Additional Information

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 USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.