Corporate Trust Associate - Mt. Laurel, NJ

TD; Mount Laurel Township (NJ); Sur place; USD 54 000 - 80 000; Plein temps

Résumé du poste

TD Wealth is seeking a detail-focused professional to support Corporate Trust Account Managers in day-to-day monitoring and transaction processing. You will ensure timely cash and trade processing while verifying compliance items are completed, protecting the bank and enabling growth.

Responsibilities include monitoring wires/ACHs, preparing debt service invoicing, and assisting with periodic account reviews, with a strong emphasis on customer-centric service and adherence to TD policies.

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.

Responsabilités

• 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.
• Reviews and validates funds disbursement requests for submission.
• Assists with Periodic Account Reviews.
• Responds quickly to client inquiries – researching and resolving issues.
• Assembles client information packets for filing and record-keeping with uploads to FileNet.

Connaissances

Organizational skills

Time management

Attention to detail

Verbal communication

Written communication

Customer service

Self-motivation

Creative thinking

Formation

Bachelor's degree or equivalent

Outils

MS Word

Excel

PowerPoint

SharePoint

Description du poste

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 organizational 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. Learn more

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.