Wealth Operations Specialist I - Greenville, Sc

TD Bank

Greenville, South Carolina, United States of America
$23.25 - $30.75 usd; not specified; not specified ...
Wealth systems proficiency
Transaction processing
Client and advisor communication
Performs specialized operational tasks in support of one or more US Wealth Management lines of business, including basic administrative support and transaction processing

Job Summary

  • Performs specialized operational tasks in support of one or more US Wealth Management lines of business, including basic administrative support and transaction processing.
  • Requires proficiency in at least one core Wealth System (Tracker, Netx360, FIS Trust Desk) and other role-specific systems, with a focus on maintaining excellent quality in reporting and client responses.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package supporting financial, physical, and mental well-being.

Matching Summary

Performs specialized operational tasks in support of one or more US Wealth Management lines of business, including basic administrative support and transaction processing.

Salary

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

Skills & Requirements

Must-have

  • Wealth Systems proficiency
  • Transaction processing
  • Client and advisor communication
  • Quality standards adherence

Nice-to-have

  • Growth opportunities
  • Skill development focus
  • Remarkably human interactions

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