About this role:
Wells Fargo is seeking a Securities Operations Associate to join the Annuity Operations Team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Posting Location:
Wells Fargo is seeking a Securities Operations Associate to join the Annuity Operations Team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
- Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables with narrower impact
- Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
- Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
- Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
- Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
- Resolve low complexity escalated issues within the scope of responsibility in Security Operations
- Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
- Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
- Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies
Required Qualifications:
- 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 6+ months of Brokerage or Annuity Operations experience
- 6+ months of Data Collection and Reporting experience
- Knowledge and understanding of Beta
- Ability to process complex transactions and perform extensive research to resolve complex customer issues
- Experience importing, exporting, and manipulating data using Microsoft Excel
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Strong analytical skills with high attention to detail and accuracy
- Experience developing partnerships and collaborating with other business and functional areas
- Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
Job Expectations:
- This position is not eligible for Visa sponsorship
- Candidate must be based out of posted location
- This position offers a hybrid work schedule
- Relocation assistance is not available for this position
- Ability to work additional hours as needed
Posting Location:
- Charlotte, NC
Top Skills
Excel
MS Office
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
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