Wealth Operations Specialist I - Greenville, SC
TD Bank Group(26 days ago)
About this role
The US Wealth Operations Specialist I is an introductory role within TD Wealth supporting US Wealth Management lines of business. This position is an entry-level operational role working under general supervision as part of a client-facing team within the bank.
Required Skills
- Transaction Processing
- Reporting
- Client Communication
- Wealth Systems
- Account Reconciliation
- Accounting Knowledge
- Trust Operations
- Time Management
- Detail Orientation
- PC Skills
Qualifications
- Undergraduate Degree
- High School Diploma
- SIE
- Series 99
- FINRA Eligibility
About TD Bank Group
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