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Senior Representative, Document Strategy

Quick Facts

Omaha, Nebraska ID# 2017-12756 Regular Full-Time First Level Professional



The Senior Representative of Document Strategy assists the management team in overseeing, training and following procedures for 5 areas of responsibilities: Regulatory Communications, Document Delivery, Address Management, Intake Process (Ricoh) and Document Management.  The incumbent must be well versed and cross-trained in all areas and will flex into any role as necessary.



  • Ensure procedures are documented and assist SMEs in writing and/or reviewing procedures are necessary
  • Train and cross-train associates within Documents Strategy on job functions
  • Subject matter expert representation on projects and/or process improvement efforts impacting Document Strategy
  • Daily reconciliation of outbound regulatory communications
  • Reporting, communication and visibility into issues with reconciling regulatory communications
  • Create and/or request analytics to complete reconciliation requests
  • Work in each individual job function to identify process improvement opportunities
  • Work in each individual job function to remain knowledgeable up to date on process changes.


  • At least 3 years related experience
  • High School Diploma or Equivalent
  • 2-year degree preferred (Business Administration)
  • Excellent communication skills (written & verbal)
  • Ability to apply analytical skills for effective problem solving towards the goal of continuous improvement.
  • Ability to collaborate within and across teams.
  • Proficiency in Microsoft Office Suite to include basic skills in Excel and Word.
  • Previous, basic experience working with Microfilm, Laser Fiche, ISIS, BosWeb, and FileNet preferred.
  • Strong attention to detail.
  • Series 7, 63 preferred

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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