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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.

4 months ago

Lockbox Process Specialist III

Full-time
Mid Level
Lockbox Process Specialist III
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Description
  • The Lockbox Process Specialist III is responsible for processing and reconciling lockbox payments, ensuring accuracy and compliance with banking standards.
  • The role involves collaborating with internal teams to resolve discrepancies, maintaining detailed records, and supporting the bank's cash management and accounts receivable functions.
  • The position requires a strong understanding of banking operations, attention to detail, and the ability to work efficiently in a fast-paced environment.
  • The specialist will also assist in improving lockbox processes and supporting audit and compliance activities.

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Requirements
  • Experience with lockbox processing or banking operations
  • Strong attention to detail and accuracy
  • Excellent organizational and time management skills
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office Suite, especially Excel
  • Knowledge of banking software and reconciliation tools
  • Effective communication skills

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Benefits
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Retirement savings plan (401(k))
  • Paid time off (PTO)
  • Parental leave
  • Remote work options
  • Flexible work hours
  • Employee assistance programs