Wealth Operations Specialist I - Greenville, Sc

TD Bank

Greenville, South Carolina, United States of America
Base: $23.25 - $30.75 usd; bonus/equity: eligible ...
Knowledge of trust operations processes
Proficiency in wealth systems like tracker or netx360
Strong arithmetic and organizational skills
This introductory role performs specialized operational tasks supporting US Wealth Management lines of business

Job Summary

  • This introductory role performs specialized operational tasks supporting US Wealth Management lines of business.
  • The position requires competence in core Wealth Systems such as Tracker, Netx360, and FIS Trust Desk to process transactions accurately.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

This introductory role performs specialized operational tasks supporting US Wealth Management lines of business.

Salary

Base: $23.25 - $30.75 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Knowledge of trust operations processes
  • Proficiency in Wealth Systems like Tracker or Netx360
  • Strong arithmetic and organizational skills
  • Ability to resolve transaction problems with clients

Nice-to-have

  • Excellent verbal and written communication skills
  • Experience with Fidelity or Transtar systems
  • Commitment to client experience excellence

Key Requirements

  • Undergraduate Degree or High School Diploma with 3+ years experience
  • Minimum SIE & Series 99 registration required
  • Knowledge of accounting entries and procedures

Work Rights

Not specified

Tailored Resume

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