Wealth Operations Specialist I - Greenville, SC jobs in United States
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TD · 20 hours ago

Wealth Operations Specialist I - Greenville, SC

positionGreenville, South Carolina
timeFull-time
remoteOnsite
seniorityEntry Level
money$23.25/hr - $30.75/hr
date3+ years exp

TD Bank is one of the world's leading global financial institutions, and they are seeking a Wealth Operations Specialist I. This role involves performing specialized operational tasks in support of US Wealth Management, including administrative support, transaction processing, and client communication.

BankingFinanceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

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
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

Qualification

SIE registrationSeries 99 registrationWealth Systems knowledgeAccounting knowledgeTrust operations knowledgeArithmetic skillsPC skillsOrganizational skillsTime management skillsAttention to detailInterpersonal skillsCommunication skills

Required

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

Benefits

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
Reward and recognition

Company

TD

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The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
dateFounded in 1852
location
Wilmington, Delaware, USA
people-size10001+ employees
web-link
https://www.td.com

H1B Sponsorship

TD has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2020 (6)

Funding

Current Stage
Late Stage
Total Funding
$65M
Key Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M

Leadership Team

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Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
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F
Foster Glenn
Senior Vice President Technology and Data Risk Management
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Recent News

Bank Think
Ex-TD employee pleads guilty to helping move $26M to Colombia
2026-01-24
Njbiz
Ex-TD Bank employee admits role in $26M laundering scheme
2026-01-24
Investing.com
TD hires bankers from rivals including JPMorgan, Goldman to expand debt and equity capital market teams
2026-01-22
Company data provided by crunchbase