Job description
Wealth Management
Marlton, NJ
May 12, 2023
Company Overview
TD Bank, America’s Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.td.com/us. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US and www.twitter.com/TDNews_US.
TD Bank, America’s Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol “TD”. To learn more, visit www.td.com.
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
Job Description
The Onboarding Coordinator supports the Wealth business by providing support through the onboarding, transfer licensing and offboarding process of Wealth sales and sales support staff. The role is responsible to coordinate the hiring and onboarding with HR, Hiring Managers and stakeholders. The Onboarding Coordinator monitors, tracks and supports hired staff throughout the process of obtaining required licenses and registrations ensuring each candidate tracks against the timeline provided and liaise between internal partners and 3rd party training providers. The role is a subject matter expert on the process of testing preparation. The role is tasked with ensuring new hires complete all prerequisites prior to attending training.
Requirements
- Must be eligible for employment under regulatory standards applicable to the position.
Coordinates all onboarding aspects between HR, hiring managers, TD Wealth compliance, and new hires
Acts as a single point of contact for new hires to facilitate the entire end-to-end onboarding and respond to any questions
Ensures all new hires keep pace with testing preparation
Informs Managers if candidate does not keep pace with defined testing preparation schedule
Ensures new hires have obtained all required sales system access (Pershing, Envestnet, Salesforce, Ebix) prior to attending new hire training
Coordinates with Business Service Managers to obtain all system access, real estate, technology, login credentials, key cards/keys/badges, NDIP and SEC required portable signage disclosures, business cards, corporate card, blackberry, etc.
Develops and implements training timelines
Monitors, tracks and reports trainee progress to leadership
Coordinates the scheduling and registration of training
Ensures trainees have received print material for training
Liaises between the front office and Training & Practice Management team
Performs other duties as assigned
Coordinates HR changes between people managers and HR as needed
Qualifications
2 years related experience
High degree of organizational, planning & time management skills
Excellent communication skills
Proven ability to coach, train and develop others
Proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
High degree of organizational, planning & time management skills
Demonstrated attention to detail and effective project management skills
Hours
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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