Wealth Operations Specialist - Mt. Laurel, NJ

Position: Wealth Operations Specialist I - Mt. Laurel, NJ
Location: Township of Mount Laurel

## Wealth Operations Specialist I - Mt. Laurel, NJPostulerremote type:
Sur place locations:
Greenville, South Carolina:
Mount Laurel, New Jersey time type:
Temps pleinposted on:
Publié aujourd'huitime left to apply:
Date de fin : 14 juillet 2026 (Il reste 5 jours pour postuler) job requisition :
R_1498900
*
* Work Location:

** Greenville, Caroline du Sud, États-Unis d'Amérique
*
* Hours:

** 40
* * Pay Details:**$23.25 - $30.75 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  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:
** Gestion de patrimoine TD
*
* 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, Netx
360, 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our…