Corporate Trust Associate - Mt. Laurel, NJ

TD Bank, N.A.; Mount Laurel Township (NJ); On-site; USD 54,000 - 80,000; Full time

Job summary

TD Bank, N.A. in Mount Laurel, New Jersey seeks a Corporate Trust Support Associate to assist with day-to-day account monitoring and transaction processing, ensuring timely cash and trade processing and compliance.

You will serve as central point of contact, research issues, and help prepare client information for filing, while delivering high-quality service to protect the bank and grow the business.

Qualifications

• Bachelor's degree or equivalent work experience strongly preferred.
• 1+ years of Corporate Trust experience.
• Understanding of Bond Trustee, Escrow and/or Custody products and services.
• Strong organizational and time management skills.
• Strong attention to detail.
• Strong verbal and written communication skills.
• Self-motivator and creative thinker.
• Excellent customer service skills.
• PC skills including MS Word, Excel, PowerPoint, and SharePoint.

Responsibilities

• Monitors wires, ACHs and checks and deposits funds to the appropriate accounts.
• Prepares Debt Service Invoicing and processing receipt of funds.
• Monitors ticklers and requests for compliance items and follows up.
• Reviews and validates funds disbursement requests for submission.
• Assists with Periodic Account Reviews.
• Aged Fee Receivable Monitoring and follow up.
• Responds quickly to client inquiries – researching and resolving issues.
• Researches and resolves any trade related issues.
• Assembles client information packets for filing and uploads to FileNet.

Skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Customer service

Self-motivation

Education

Bachelor's degree or equivalent

Tools

MS Word

Excel

PowerPoint

SharePoint

Job description

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $53,560 - $80,080 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organization needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business

TD Wealth

Job Description

This role works with assigned Corporate Trust Account Managers to assist with the day-to-day account monitoring and transaction processing. Serves as the central point of support to ensure that all daily cash & trade processing is completed timely, and all compliance items are received/completed, protecting the bank and ensuring superior client service to grow the business.

Depth & Scope

• Monitors incoming wires, ACHs and checks and makes corresponding deposits to appropriate accounts
• Prepares/Assists in preparation of Debt Service Invoicing and processing receipt of funds
• Monitors ticklers and makes requests for compliance items and follows up until items are received and uploaded to FileNet
• Reviews and validates funds disbursement requests for submission
• Assists with Periodic Account Reviews
• Aged Fee Receivable Monitoring and follow up
• Demonstrates critical thinking in both internal and external issue research and resolution
• Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
• Responsible for understanding and adhering to TD Bank & TD Wealth policies and procedures
• Executes in thorough manner that is compliant with regulations, policies and procedures
• Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Corporate Trust team
• Responds quickly to all client inquiries – researching and resolving issues
• Researches and resolves any trade related issues
• Assembles client information packets for filing and record-keeping with uploads to FileNet

Education & Experience

• Bachelor's degree or equivalent work experience strongly preferred
• 1+ years of Corporate Trust experience
• Understanding of Bond Trustee, Escrow and/or Custody products and services
• Strong organizational and time management skills
• Strong attention to detail
• Strong verbal and written communication skills
• Self-motivator and creative thinker
• Excellent customer service skills
• PC skills including MS Word, Excel, PowerPoint, and SharePoint

Who We Are

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

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.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

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. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. 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 [e-mail]. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. US Labor & Employment Posters | California Privacy | Accessibility | FAQ

Our Values At TD

we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific