Corporate Trust Associate - Mt. Laurel, NJ

TD • Mount Laurel, NJ

3d • $53,560 - $80,080 • Onsite

About The Position

The Corporate Trust Associate works with assigned Corporate Trust Account Managers to support day-to-day account monitoring and transaction processing. The role serves as a central point of support for timely daily cash and trade processing and for receiving and completing compliance items, helping protect the bank and provide strong client service.

Requirements

• At least 1 year of Corporate Trust experience.
• Understanding of Bond Trustee, Escrow, and/or Custody products and services.
• Strong organizational and time management skills.
• Strong attention to detail.
• Strong verbal and written communication skills.
• Self-motivated and creative thinker.
• Excellent customer service skills.
• PC skills, including MS Word, Excel, PowerPoint, and SharePoint.

Nice To Haves

• Bachelor's degree or equivalent work experience is strongly preferred.

Responsibilities

• Monitor incoming wires, ACHs, and checks and make corresponding deposits to appropriate accounts.
• Prepare or assist with preparing debt service invoicing and process receipt of funds.
• Monitor ticklers, request compliance items, and follow up until items are received and uploaded to FileNet.
• Review and validate funds disbursement requests for submission.
• Assist with periodic account reviews.
• Monitor aged fee receivables and follow up.
• Use critical thinking to research and resolve internal and external issues.
• Deliver customer-centric service during client interactions to support retention and growth.
• Understand and adhere to TD Bank and TD Wealth policies and procedures, and perform work in compliance with regulations and procedures.
• Contribute to a positive and constructive work environment in support of the Corporate Trust team.
• Respond promptly to client inquiries by researching and resolving issues.
• Research and resolve trade-related issues.
• Assemble client information packets for filing and record-keeping, including uploads to FileNet.

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
• Variable compensation/incentive awards, including potential eligibility for cash and/or equity incentive awards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed