Lead Securities Operations Representative for Tax Reporting & Cost Basis Service

at  Wells Fargo

Taguig, Taguig, Philippines -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate11 Sep, 2024Not Specified11 Jun, 20246 year(s) or aboveDerivatives,Working Experience,Fixed Income,TrainingNoNo
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Description:

ABOUT WELLS FARGO INDIA & PHILIPPINES

Wells Fargo India & Philippines is a critical component of Wells Fargo’s strategy to leverage distinct advantages in doing business in a global environment. Wells Fargo India & Philippines is primarily an extension of the technology, operations, and corporate support teams of Wells Fargo. It engages in application development and support, testing, other technology functions, international operations, knowledge support, and middle and back-end banking process solutions for a wide spectrum of Wells Fargo’s needs. It currently has offices in Bengaluru, Chennai, Hyderabad, and Manila.

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, military experience, educatio

Desired Qualifications:

  • Working experience (voice office support) in the BPO/Contact Center industry
  • Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, et

Responsibilities:

Wells Fargo is seeking a Lead Securities Operations Representative for Tax Reporting & Cost Basis Service.

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, military experience, education

Desired Qualifications:

  • Working experience (voice office support) in the BPO/Contact Center industry
  • Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc

Job Expectations:

  • Amenable to observe a night shift schedule, and work onsite (Five NEO, Taguig)
  • Role is 100% phone support


REQUIREMENT SUMMARY

Min:6.0Max:11.0 year(s)

Financial Services

IT Software - Other

Finance

Graduate

Proficient

1

Taguig, Philippines