Wealth Operations Specialist I - Greenville, Sc

The Dominion

Greenville, South Carolina, United States of America
Base: $23.25 - $30.75 usd ph; bonus/equity: not sp...
Wealth management operational support
Proficiency in core wealth systems
Transaction processing and confirmation
The US Wealth Operations Specialist I role performs specialized operational tasks in support of US Wealth Management lines of business with a focus on quality reporting and client responsiveness

Job Summary

  • The US Wealth Operations Specialist I role performs specialized operational tasks in support of US Wealth Management lines of business with a focus on quality reporting and client responsiveness.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, and career development opportunities.
  • TD is committed to colleague development through regular career conversations, training programs, mentoring, and fostering a respectful workplace valuing diverse perspectives.

Matching Summary

The US Wealth Operations Specialist I role performs specialized operational tasks in support of US Wealth Management lines of business with a focus on quality reporting and client responsiveness.

Salary

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

Skills & Requirements

Must-have

  • Wealth management operational support
  • Proficiency in core Wealth Systems
  • Transaction processing and confirmation
  • Client communication and problem resolution
  • Basic reconciliation review

Nice-to-have

  • Strong organizational and time management skills
  • Attention to detail
  • Interpersonal and communication skills
  • Ability to work under general supervision

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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