Wealth Operations Specialist I - Greenville, SC

US Wealth Operations Specialist I

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

Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external

Is competent in at least one core Wealth Systems (Tracker, Netx360, FIS Trust Desk) as well as other role specific systems (Fidelity, Lotus Notes, Transtar among others) as needed

Perform basic processing

Ensures transactions are confirmed and entered in system, according to established policies and procedures for each type of transaction

Resolves problems with transactions by communicating directly with client facing advisors, clients and 3rd parties advisors

With oversight prepares detailed information and reports on transactions and accounts as needed

Provides direction and answers to basic questions as needed

Adheres to established quality standards for all work performed

Supports Trackers / Phones/ email to advise and assist client facing CSA's

Accountabilities are of moderate complexity and scope and performed under general management supervision

Review basic reconciliation breaks

Undergraduate Degree or High School Diploma with 3+ years related experience required

A minimum of SIE & Series 99 registration is required; If hired without licenses, candidate will need to acquire within a defined period outlined at time of hire

Knowledge of accounting entries and procedures

Knowledge of trust operations processes

Strong arithmetic skills

Strong organizational skills

Time management skills

Attention to detail

Interpersonal skills

Communication skills, both verbal and written

PC skills

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding: We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process: We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation: TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.