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US Wealth Operations Specialist I at TD Bank - ApplyBlast

US Wealth Operations Specialist I

TD Bank

10 days ago

Mount Laurel, New Jersey, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The US Wealth Operations Specialist I is an introductory role within Wealth Operations that performs specialized operational tasks to support US Wealth Management lines of business. This position involves basic administrative support, transaction processing, and system management while maintaining high-quality reporting and client communication. The role requires resolving transaction issues and preparing detailed account information under general management supervision.

Responsibilities

Perform basic processing and ensure transactions are confirmed and entered in system
Resolve problems with transactions by communicating with client facing advisors and clients
Review basic reconciliation breaks and prepare detailed information and reports on transactions

Skills

Qualifications

Undergraduate DegreeHigh School DiplomaSIE registrationSeries 99 registration

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).