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Veterans Preferred - Private Client Services Operations Specialist III (Settlements Team)

Company: TD Bank
Location: Cherry Hill
Posted on: May 4, 2021

Job Description:

Military Veterans are Encouraged to Apply. The Private Client Services (PCS) Operations Specialist III processes and records a wide variety of transactions relating to investment management cash and asset flow among various accounts according to applicable policies and procedures. 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 their potential. If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity. Province/State: New Jersey City: Cherry Hill Qualifications: High School Diploma or GED 3-5 years related experience required A minimum of FINRA Series 99 registration is required; If hired without licenses, candidate will need to acquire within a defined period outlined at time of hire In-depth knowledge of accounting entries and procedures Strong 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 Work Location: 2059 Springdale Road Business Line: TD Bank AMCB Job Category - Primary: Wealth Management Job Category(s): Wealth Management Province/State (Primary): New Jersey City (Primary): Cherry Hill Job Family: Wealth Operations Time Type: Full Time Employment Type: Regular

Keywords: TD Bank, Cherry Hill , Veterans Preferred - Private Client Services Operations Specialist III (Settlements Team), Other , Cherry Hill, New Jersey

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