Wealth Operations Specialist I - Mt. Laurel, NJ

$48,360 - $63,960/Yr

TD Bank

Full-time - Entry Level

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

The US Wealth Operations Specialist I is an introductory role within TD Wealth that focuses on performing specialized operational tasks to support various lines of business in US Wealth Management. This position involves basic administrative support, transaction processing, and client communication, ensuring adherence to established policies and quality standards.

Responsibilities

• Perform basic administrative support tasks while maintaining excellent quality in reporting and responding to clients.
• Become competent in at least one core Wealth System (e.g., Tracker, Netx360, FIS Trust Desk) and other role-specific systems as needed.
• Perform basic processing of transactions and ensure they are confirmed and entered into the system according to established policies.
• Resolve transaction problems by communicating directly with client-facing advisors, clients, and third-party advisors.
• Prepare detailed information and reports on transactions and accounts as needed, with oversight.
• Provide direction and answers to basic questions as needed.
• Adhere to established quality standards for all work performed.
• Support Trackers, phones, and email to advise and assist client-facing CSAs.
• Review basic reconciliation breaks.

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 them within a defined period.
• 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

• Base salary and variable compensation/incentive awards.
• 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 opportunities.
• Reward and recognition programs.