TD

Wealth Operations Specialist I

TD

full-time

Posted on:

Location Type: Office

Location: Greenville • South Carolina • United States

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Salary

💰 $23 - $31 per hour

About the role

  • 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 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
  • 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

Requirements

  • 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
Benefits
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
  • Banking benefits and discounts
  • Career development
  • Reward and recognition
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Wealth SystemsTrackerNetx360FIS Trust DeskFidelityLotus NotesTranstaraccounting entriestrust operations processesarithmetic skills
Soft Skills
organizational skillstime management skillsattention to detailinterpersonal skillscommunication skills
Certifications
SIESeries 99 registration