Wealth Operations Specialist I - Mt. Laurel, NJ

Work Location:

Mount Laurel, New Jersey, United States of America

Hours:

40

Pay Details:

$23.25 - $30.75 USD

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. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:

TD Wealth

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.

Depth & Scope:

• Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external
• Is competent in at lease one core Wealth Systems (Tracker, Netx360, FIS Trust Desk) as well as other role specific systems (Fidelity, Lotus Notes, Transtar among others)  as needed
• Perform 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 advisors
• 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. 
• Review basic reconciliation breaks

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
• Time management skills
• Attention to detail
• Interpersonal skills
• Communication skills, both verbal and written
• PC skills

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. 

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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