Wealth Operations Specialist I - Mount Laurel, Nj

TD Bank

Mount Laurel, New Jersey, United States of America
$23.25 - $30.75 usd; not specified; not specified ...
**
Wealth systems knowledge
Transaction processing
Client support
** TD Bank is seeking a Wealth Operations Specialist I for their Mount Laurel, NJ location. This entry-level position involves performing specialized operational tasks in support of Wealth Management and requires relevant experience or educational qualifications. **

Job Summary

  • Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external.
  • Resolves problems with transactions by communicating directly with client facing advisors, clients and 3rd parties advisors.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues.

Matching Summary

Match Score: 75

** TD Bank is seeking a Wealth Operations Specialist I for their Mount Laurel, NJ location. This entry-level position involves performing specialized operational tasks in support of Wealth Management and requires relevant experience or educational qualifications. **

Salary

$23.25 - $30.75 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Wealth Systems knowledge
  • Transaction processing
  • Client support

Nice-to-have

  • Strong arithmetic skills
  • Attention to detail
  • Interpersonal skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter