Securities Operations Associate

at  Wells Fargo

St. Louis, MO 63103, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Jan, 2025Not Specified21 Oct, 20246 year(s) or aboveTraining,Accounts Receivable,Gas,Real Estate,Communication SkillsNoNo
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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 .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications, US:

  • 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • 6+ months of trust operations experience
  • 6+ months of Accounts Receivable and Accounts Payable experience
  • Understanding of trust products and specialty assets related to oil, gas, mineral, real estate or insurance assets
  • Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems)
  • Strong attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to navigate multiple computer systems, applications, and utilizing search tools to find information
  • Ability to research and report on variety of issues and possess solid problem-solving skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgemen

Responsibilities:

Wells Fargo is seeking a Securities Operations Associate as part of the Trust Specialty Asset Services Support team within Wealth and Investment Management Operations. The Trust Specialty Asset Services Support team focuses on transaction processing related activities for oil, gas, mineral, real estate, and insurance assets on trust accounts along with other specified trust functions as deemed applicable. 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 judgement 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 interna 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 ledge reconciliation
  • Assist in gathering data to support resolution of issues; review and analyze functions operational task 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 to 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, US:

  • 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 trust operations experience
  • 6+ months of Accounts Receivable and Accounts Payable experience
  • Understanding of trust products and specialty assets related to oil, gas, mineral, real estate or insurance assets
  • Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems)
  • Strong attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to navigate multiple computer systems, applications, and utilizing search tools to find information
  • Ability to research and report on variety of issues and possess solid problem-solving skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement

Job Expectations:

  • Ability to work in office 5 days a week
  • Willingness to work on-site at stated location on the job opening
  • This position is not eligible for Visa sponsorship

Posting Location:

  • 2801 Market Street, Saint Louis, Missouri 63103


REQUIREMENT SUMMARY

Min:6.0Max:11.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

St. Louis, MO 63103, USA