Wealth Operations Specialist I - Mt. Laurel, NJ

TD Bank; Mount Laurel Township (NJ); On-site; USD 31,684 - 42,705; Full time

Job summary

TD Bank is seeking a Wealth Operations Specialist I in Mt. Laurel, NJ to support wealth management operations. You will perform basic processing, ensure transactions are entered correctly, and communicate with client-facing advisors and clients to resolve issues.

The role requires an undergraduate degree or equivalent experience, SIE and Series 99, and strong arithmetic and organizational skills. You will work with Tracker, Netx360, FIS Trust Desk, Fidelity, and other systems as needed.

Qualifications

• Undergraduate Degree or High School Diploma with 3+ years related experience.
• SIE and Series 99 registration required; if hired without licenses, they must be acquired within defined period.
• Knowledge of accounting entries and procedures; trust operations processes.
• Strong arithmetic, organizational, time management, attention to detail, and communication skills.

Responsibilities

• Performs basic administrative support and reporting for Wealth management lines.
• Proficient in at least one core Wealth System (Tracker, Netx360, FIS Trust Desk) and other systems (Fidelity, Lotus Notes, Transtar) as needed.
• Processes transactions and ensures entries are made per policy; resolves issues with advisors, clients and third parties.
• Prepares detailed information and reports on transactions and accounts; provides direction and answers to basic questions.
• Adheres to quality standards and supports trackers/phones/emails to assist client-facing staff; handles basic reconciliations.

Education

Undergraduate Degree or High School Diploma with 3+ years related experience

Tools

Tracker

Netx360

FIS Trust Desk

Fidelity

Lotus Notes

Transtar

Job description

## Wealth Operations Specialist I - Mt. Laurel, NJPostulerremote type: Sur placelocations: Greenville, South Carolina: Mount Laurel, New Jerseytime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 14 juillet 2026 (Il reste 5 jours pour postuler)job requisition id: R\_1498900**Work Location:**Greenville, Caroline du Sud, États-Unis d'Amérique**Hours:**40**Pay Details:**$23.25 - $30.75 USDTD 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:**Gestion de patrimoine TD**Job Description:**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.**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**Education & Experience:*** Undergraduate Degree or High School Diploma with 3+ years related experience required* A minimum of SIE & Series 99 registration is required; If hired without licenses, candidate will need to acquire within a defined period outlined at time of hire* Knowledge of accounting entries and procedures* Knowledge of trust operations processes* Strong arithmetic skills* Strong organizational skills* Time management skills* Attention to detail* Interpersonal skills* Communication skills, both verbal and written* PC skills**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.