Wealth Operations Specialist I - Greenville, Sc

TD

Greenville, South Carolina, United States
Base: $23.25 - $30.75 usd; bonus/equity: eligible ...
Knowledge of trust operations processes
Competence in wealth systems like tracker or netx360
Ability to resolve transaction problems with clients
This introductory role performs specialized operational tasks in support of US Wealth Management lines of business

Job Summary

  • This introductory role performs specialized operational tasks in support of US Wealth Management lines of business.
  • The position requires ensuring transactions are confirmed and entered accurately while resolving issues with advisors and clients.
  • TD offers a competitive Total Rewards package including health benefits, retirement programs, and career development opportunities.

Matching Summary

This introductory role performs specialized operational tasks in support of 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 included

Skills & Requirements

Must-have

  • Knowledge of trust operations processes
  • Competence in Wealth Systems like Tracker or Netx360
  • Ability to resolve transaction problems with clients

Nice-to-have

  • Strong organizational and time management skills
  • Excellent verbal and written communication skills
  • Experience with Fidelity or Transtar systems

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

Cover Letter