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TD Ameritrade

5001-10000 employees

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About TD Ameritrade

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors - from the first-time investor to the sophisticated trader, and from the "do-it-yourself" to the "do-it-for-me" investor. We offer a broad range of investment tools and services - all at a great value. We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade - not the other way around.

3 months ago

Estates Representative

Full-time
Mid Level
Accountant / Accounting
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Description
  • The Estates Representative at TD Bank is responsible for supporting clients with estate and trust services, managing estate accounts, and ensuring regulatory compliance.
  • The role involves providing expert advice, processing estate transactions, and maintaining strong client relationships.
  • The position requires collaboration with internal teams to deliver seamless service and uphold the bank's standards of excellence.

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Requirements
  • Previous experience in estate or trust services preferred
  • Excellent communication and interpersonal skills
  • Strong attention to detail and organizational skills
  • Knowledge of estate and trust regulations and procedures
  • Ability to handle sensitive client information with confidentiality
  • Proficiency in banking software and MS Office

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Benefits
  • Health insurance
  • Dental and vision coverage
  • Retirement savings plan
  • Paid time off and vacation days
  • Parental leave
  • Remote work options
  • Employee assistance programs