Wealth Operations Specialist I - Mount Laurel, Nj

TD

Mount Laurel, NJ, United States
Base: $23.25 - $30.75 usd; bonus/equity: not speci...
Wealth management operational support
Proficiency in wealth systems
Transaction processing and confirmation
The US Wealth Operations Specialist I is an introductory role that performs specialized operational tasks in support of 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 US Wealth Management lines of business.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
  • TD is committed to providing a respectful workplace with diverse perspectives, fair growth opportunities, and comprehensive training and onboarding.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Wealth management operational support
  • Proficiency in Wealth Systems
  • Transaction processing and confirmation
  • Client communication and problem resolution
  • Basic reconciliation and reporting
  • Adherence to quality standards

Nice-to-have

  • Strong organizational skills
  • Attention to detail
  • Time management skills
  • Interpersonal and communication skills
  • Ability to multitask
  • Commitment to colleague development

Key Requirements

  • Undergraduate Degree or High School Diploma with 3+ years experience
  • SIE & Series 99 registration required or must acquire post-hire
  • Knowledge of accounting entries and trust operations
  • Eligibility for employment under FINRA standards
  • Successful background, credit, and regulatory checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter