TD

Wealth Operations Specialist I

TD

full-time

Posted on:

Location Type: Office

Location: Mount Laurel • New Jersey • 🇺🇸 United States

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Salary

💰 $23 - $31 per hour

Job Level

Mid-LevelSenior

About the role

  • 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 Systems (Tracker, Netx360, FIS Trust Desk) as well as other role specific systems (Fidelity, Lotus Notes, Transtar among others) as needed
  • Ensures transactions are confirmed and entered in the 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

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 and reward and recognition

Applicant Tracking System Keywords

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

Hard skills
accounting entriestrust operations processesarithmetic skillsadministrative supporttransaction processing
Soft skills
organizational skillstime management skillsattention to detailinterpersonal skillscommunication skills
Certifications
SIESeries 99