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TD

Wealth Operations Specialist I

TD

Wealth Operations Specialist I supporting Wealth Management tasks in Mount Laurel. Handling administrative support and client interactions with a focus on quality and transaction accuracy.

Posted 5/21/2026full-timeMount Laurel • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $31 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Wealth SystemsTrackerNetx360FIS Trust DeskFidelityLotus NotesTranstaraccounting entriestrust operations processestransaction processing
Soft Skills
organizational skillstime management skillsattention to detailinterpersonal skillsproblem resolutioncommunication skillsreporting skillsclient supportquality standards adherencedirection providing
Tools & Technologies
emailphonesTrackers
Certifications & Qualifications
SIESeries 99
Industry Keywords
administrative supporttransaction confirmationreconciliation breaksclient facing advisors3rd party advisorsinternal clientsexternal clientsquality reportingestablished policiesprocedures

About the role

Key responsibilities & impact
  • Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external
  • Is competent in at least 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
  • 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
  • Review basic reconciliation breaks

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Career development opportunities