Lead Securities Operations Representative - Check Processing (Brokerage)

at  Wells Fargo

Taguig, Taguig, Philippines -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate04 Sep, 2024Not Specified05 Jun, 20246 year(s) or aboveProcess Flow,Coaching,Mentoring,Teamwork,Independence,Communication Skills,Project Managers,Complex Transactions,Beta,Writing,TrainingNoNo
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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