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Wealth Operations Specialist I (US) NJ/SC

Wealth Management
Mount Laurel, NJ
August 30, 2022

Company Overview

About TD Bank, America’s Most Convenient Bank®

TD Bank, America’s Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America’s Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol “TD”. To learn more, visit www.td.com.

Job Description

Job Profile Summary
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.
Job Description
Job Description
Depth & Scope:

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


  • Must be eligible for employment under regulatory standards applicable to the position.
  • Hours



    At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

    If you are a candidate with a disability and need an accommodation to complete the application process, email the 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 application process.

    EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.