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PCS Middle Office Ops Specialist II

Company: TD Bank Group
Location: Cherry Hill
Posted on: November 3, 2018

Job Description:

Company Overview TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 19 million customers. We're an award-winning organization that reinvests constantly to ensure future growth. We're recognized as an extraordinary place to work that embraces diversity, where everyone is respected and valued. TD is the sixth largest bank in North America by branches, with many exciting and challenging career opportunities in our four key businesses: * Canadian Personal and Commercial Banking - including TD Canada Trust and TD Insurance * Wealth Management - including TD Waterhouse and an investment in TD Ameritrade * U.S. Personal and Commercial Banking - including TD Bank, America's Most Convenient Bank * Wholesale Banking - including TD Securities Job Description Processes variety of more complex administrative transactions on high profile client accounts to allow financial advisors to provide enhanced relationship management services to meet established service standards. Utilizes extensive understanding of wealth management products, services and overall administrative processes and procedures to process all transactions. Provides technical guidance and assists co-workers as requested. * Communicates regularly with financial advisors, management, outside investment, stock transfer agents and others to exchange information, answer questions and resolve issues Requirements Perform variety of administrative support tasks in a multi-task environment while maintaining excellent quality in reporting and responses to clients both internal and external. * Accountabilities are multi-tasks of moderate complexity and scope and performed under general management supervision. * Able to respond to multitudes of questions and issues on a daily basis as a result of experience. Qualifications 5+ years related experience required In-depth knowledge of administrative requirements related to wealth management products, services and practices. * Understanding of legal, regulatory and tax implications of wealth management transactions. * Knowledge of the securities industry and terminology, including such terms as remainderman, donors, overdrafts, transfer agents and tax cost. * Good initiative, negotiation and persuasion skills to identify appropriate contacts and facilitate asset transfers. * Math skills. * Organizational skills. * Time management skills. * Attention to detail. * nterpersonal skills. * Supervisory ability helpful. * Communication skills, both verbal and written. * PC skills Inclusiveness At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential. If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at hrcompliance@td.com. Please include your full name, contact information and details about your request within the e-mail. Equal Opportunity EmployerSDL2017

Keywords: TD Bank Group, Cherry Hill , PCS Middle Office Ops Specialist II, IT / Software / Systems , Cherry Hill, New Jersey

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