Lead Securities Operations Representative - Check Processing (Brokerage)
at Wells Fargo
Taguig, Taguig, Philippines -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 04 Sep, 2024 | Not Specified | 05 Jun, 2024 | 6 year(s) or above | Process Flow,Coaching,Mentoring,Teamwork,Independence,Communication Skills,Project Managers,Complex Transactions,Beta,Writing,Training | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
APPLICANTS WITH DISABILITIES
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Required Qualifications:
- 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, educatio
Desired Qualifications:
- Strong attention to detail and accuracy skills
- Microsoft Office skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Excellent verbal, written, and interpersonal communication skills
- Effective organization, multi-tasking, and prioritizing skills
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Solid problem-solving skills
- Ability to process complex transactions and perform extensive research to resolve complex customer issues
- Ability to read, analyze, and interpret documents/reports
- Microsoft Excel spreadsheets experience importing, exporting, and manipulating data
- Knowledge and understanding of BETA
- Ability to track and monitor project progress, identify project and process gaps, recommend controls and communication progress to business leaders
- Ability to communicate effectively with business partners and project managers
- Knowledge and understanding of process flow or procedure writing
- Ability to assess current process/procedures and make recommendations for efficiency
- Leadership experience including: coaching, training, and mentoring
- Must be able to perform under minimal supervision with some degree of independence combined with a strong emphasis on teamwork
- Must be able to work on-site 5 days per week
- Amenable to permanent night shift schedule and follows US holida
Responsibilities:
Wells Fargo is seeking Lead Securities Operations Representative for the Check Processing team within WIM Operations and Wealth & Investment Management.
In this role, you will:
- Support overall effectiveness of the team according to plans, monitor daily securities, and cash related production work
- Supervise daily production activities and staff
- Guide others on complex production improvement efforts and address procedural impacts
- Provide back-up for all department functions while providing coaching and feedback to staff
- Prioritize work and provide daily leadership to teams
- Contribute to solving corporate governance and address compliance issues for the department
- Lead the implementation of new or revised processes and procedures
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
- 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, education
Desired Qualifications:
- Strong attention to detail and accuracy skills
- Microsoft Office skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Excellent verbal, written, and interpersonal communication skills
- Effective organization, multi-tasking, and prioritizing skills
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Solid problem-solving skills
- Ability to process complex transactions and perform extensive research to resolve complex customer issues
- Ability to read, analyze, and interpret documents/reports
- Microsoft Excel spreadsheets experience importing, exporting, and manipulating data
- Knowledge and understanding of BETA
- Ability to track and monitor project progress, identify project and process gaps, recommend controls and communication progress to business leaders
- Ability to communicate effectively with business partners and project managers
- Knowledge and understanding of process flow or procedure writing
- Ability to assess current process/procedures and make recommendations for efficiency
- Leadership experience including: coaching, training, and mentoring
- Must be able to perform under minimal supervision with some degree of independence combined with a strong emphasis on teamwork
- Must be able to work on-site 5 days per week
- Amenable to permanent night shift schedule and follows US holiday
Job Expectations:
- The team processes physical checks that are sent in via mail or overnight. The team also processes checks on behalf of other departments. The volume may be 1,000+ checks daily, during high volume times.
REQUIREMENT SUMMARY
Min:6.0Max:11.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Taguig, Philippines