Corporate Trust Advisor II

TD Bank • Mount Laurel Township, NJ, United States • $200k - $250k / year • 1w ago

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.

Line of Business: Gestion de patrimoine TD

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:

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

Education & Experience:

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

Physical Requirements:

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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.

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