Wealth Operations Specialist I - Greenville, Sc

TD

Greenville, South Carolina, United States
Base: $23.25 - $30.75 usd ph; bonus/equity: not sp...
Wealth management operational support
Core wealth systems proficiency
Transaction processing and confirmation
The US Wealth Operations Specialist I is an introductory role that performs specialized operational tasks in support of one or more US Wealth Management lines of business

Job Summary

  • The US Wealth Operations Specialist I is an introductory role that performs specialized operational tasks in support of one or more US Wealth Management lines of business.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development programs.
  • TD is committed to providing a respectful workplace where diverse perspectives are valued and all colleagues have fair opportunities to grow.

Matching Summary

The US Wealth Operations Specialist I is an introductory role that performs specialized operational tasks in support of one or more US Wealth Management lines of business.

Salary

Base: $23.25 - $30.75 USD per hour; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Wealth management operational support
  • Core Wealth Systems proficiency
  • Transaction processing and confirmation
  • Client communication and problem resolution
  • Basic reconciliation review

Nice-to-have

  • Strong organizational skills
  • Time management skills
  • Attention to detail
  • Interpersonal and communication skills
  • Career development opportunities

Key Requirements

  • Undergraduate Degree or High School Diploma with 3+ years experience
  • SIE & Series 99 registration required or must acquire
  • Knowledge of accounting entries and trust operations
  • Strong arithmetic skills

Work Rights

Not specified

Tailored Resume

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