- As a Level II Advisor, the Portfolio Revenue target is $750K-$1 million
- Participates in presentations to Clients to provide information on a variety of trust and financial services
- Monitors Clients' accounts, resolving problems and offering alternatives
- Ensures the accuracy and maintenance of Client records and files and updates information as needed
- Coordinates with more experienced staff, when appropriate to resolve more difficult Client issues, problems and requests
- Communicates regularly with Operations, Tax, Compliance and Sales personnel and other appropriate internal areas to give and receive updated Client information
- Ensures proper administration of Company policies and regulatory guidelines and ensures coordination of services
- Develops business plans with results based on activities identified and quantified to broaden and expand Client relationships
- Identifies referral opportunities within book of business and engage PCS partners and internal/external contacts to close on those opportunities
- Attains predetermined annual sales, cross-referral and account retention goals through proactive Client contact
- Assists PCS team members with business development activities
- Participates in department administration and committees as required
- Evaluates issues, problems and opportunities in department's account relationships and recommends changes in policies and procedures to improve efficiency and enhance revenue
- Suggests changes for operational improvement
- Complies with Corporate Trust policy and procedures and business strategies
- Reviews legal documents of assigned accounts to determine terms, responsibilities and duties of the Company
- Works independently with limited supervision from senior staff members
- Administers more complex accounts
- Meets with Clients regularly to review proposals
- Bachelor's degree or progressive work experience in addition to experience below
- 5+ Years of related experience
- Thorough knowledge of Corporate Trust laws required
- Financial professional designation preferred
- Proven sales ability, including successfully attracting new Clients
- Attention to detail
- Excellent communication skills, written, verbal and presentation
- High performance standards for self and others
- Strong execution skills and action oriented
- Critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs
- Completion of a recognized certification program preferred prior to employment
- Domestic Travel - Occasional
- International Travel - Never
- Performing sedentary work - Continuous
- Performing multiple tasks - Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds - Occasional
- Sitting - Continuous
- Standing - Occasional
- Walking - Occasional
- Moving safely in confined spaces - Occasional
- Lifting/Carrying (under 25 lbs.) - Occasional
- Lifting/Carrying (over 25 lbs.) - Never
- Squatting - Occasional
- Bending - Occasional
- Kneeling - Never
- Crawling - Never
- Climbing - Never
- Reaching overhead - Never
- Reaching forward - Occasional
- Pushing - Never
- Pulling - Never
- Twisting - Never
- Concentrating for long periods of time - Continuous
- Applying common sense to deal with problems involving standardized situations - Continuous
- Reading, writing and comprehending instructions - Continuous
- Adding, subtracting, multiplying and dividing - Continuous
-
Corporate Trust Advisor II
2 weeks ago
TD Bank Group Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $86,840 - $130,000 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are ...
-
Corporate Trust Advisor II
3 weeks ago
TD Bank Mt Laurel, United StatesNous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres d ...
-
Wealth Planner
1 week ago
Bank of America Mt Laurel, United StatesWealth Planner · Mount Laurel, New Jersey · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, ...
-
Wealth Planner
1 week ago
Bank of America Mt Laurel, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Wealth Management Client Service Associate
1 week ago
McLaughlin Private Wealth Mt Laurel, United StatesThe Firm: · McLaughlin Private Wealth (MPW) · is an independent boutique financial advisory firm with over $600 AUM and growing, based in Mount Laurel, NJ. We provide private wealth management and advanced planning advice to clients for whom we can make a significant impact in ...
-
Head of Governance and Control, AML, Monitoring
2 weeks ago
TD Bank Group Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $200,000 - $250,000 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that ...
-
Strategic Sales Specialist
1 week ago
ADP Mt Laurel, United StatesPosition DescriptionADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). Are you ready for your next best job where you can elevate your financial future? Are you looking to grow your career with a formal career path at an established, respected, global leader ...
-
Audit Manager II IT/Payment Platforms
4 weeks ago
TD Bank Group Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 0 · Pay Details: · $88,250 - $132,380 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that ar ...
-
Director - International Tax
1 week ago
Holman Inc Mt Laurel, United StatesHolman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What's Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each ...
-
Corporate Recruiter
1 week ago
Holman Inc Mt Laurel, United StatesHolman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What's Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each ...
-
Financial Crimes Senior Lead Investigator
7 hours ago
TD Bank Group Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $110,760 - $178,880 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that ...
-
Compensation Manager
6 days ago
Holman Inc Mt Laurel, United StatesHolman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What's Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each ...
-
TD Bank Group Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $88,250 - $142,880 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that a ...
-
Audit Manager II
1 week ago
TD Bank Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $88,250 - $142,880 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that a ...
-
Sr Audit Manager
3 weeks ago
TD Bank Group Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $112,900 - $183,460 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that ...
-
Audit Manager II Commercial Credit Risk
1 week ago
TD Bank Group Mt Laurel, United StatesRelevant certification required · Work Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $80,2250 - $132,380 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into ...
-
Audit Manager II
2 days ago
TD Bank Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $88,250 - $142,880 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are con ...
-
Sr Audit Manager
6 days ago
TD Bank Group Mt Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $119,110 - $193,550 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that ...
-
SilverTech Stillwater, United StatesThe LVM is more than an insurance company: we are a mutual insurance association that values people and community. For over 125 years, we have been guided by the principles of trust, responsibility, and security - and with great success. It is no coincidence that we are now one o ...
-
Head of Governance and Control, AML, Monitoring
3 weeks ago
TD Bank Group Mt Laurel, United StatesWork Location:Mount Laurel, New JerseyHours:40Pay Details:$200,000 - $250,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making ...
Corporate Trust Advisor II - Mt Laurel, United States - TD Bank Group
Description
Work Location:Mount Laurel, New Jersey
Hours:
40
Pay Details:
$86,840 - $130,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs. As TD puts career development at the forefront of our colleague experience, it is not typical for an individual to be hired at or near the top of the range for their role.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The PCS Corporate Trust Advisor administers and retains assigned accounts including, Bond Trustee, Bond Registrar, Paying Agent, Escrow Agent and Custody.
Depth & Scope:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
If you are an applicant with a disability and need accommodations 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.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
