Wealth Operations Specialist I - Mt. Laurel, Nj

TD

Mount Laurel, NJ, US
Base: $23.25 - $30.75 usd ph; bonus/equity: not sp...
Wealth systems proficiency
Transaction processing and confirmation
Client communication and support
The US Wealth Operations Specialist I role performs specialized operational tasks to support US Wealth Management lines of business with a focus on quality reporting and client service

Job Summary

  • The US Wealth Operations Specialist I role performs specialized operational tasks to support US Wealth Management lines of business with a focus on quality reporting and client service.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development programs.
  • TD fosters a respectful workplace where diverse perspectives are valued and provides training, onboarding, and mentoring to help colleagues succeed and grow.

Matching Summary

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

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 Systems proficiency
  • Transaction processing and confirmation
  • Client communication and support
  • Basic reconciliation and reporting
  • Attention to detail and organizational skills

Nice-to-have

  • Strong arithmetic skills
  • Time management skills
  • Interpersonal and communication skills
  • Career development opportunities
  • Supportive and respectful workplace culture

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
  • Ability to acquire required licenses within defined period

Work Rights

Not specified

Tailored Resume

Cover Letter