Securities Operations Representative

at  Wells Fargo

St. Louis, MO 63103, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate27 Dec, 2024Not Specified03 Oct, 20246 year(s) or aboveTest Scripts,Adherence,Communication Skills,Smartstation,Training,BetaNoNo
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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:

  • 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:

  • Strong attention to detail and accuracy skills
  • Intermediate 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 organizational, multi tasking, and prioritizing skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Solid problem solving skills
  • Ability to assess current processes/procedures and make recommendations for efficiency
  • Quality control review experience
  • Experience creating and executing test scripts
  • Good data analytical and validation skills
  • Ability to perform quality assurance audits
  • Experience resolving and working through escalated and complex issues
  • Knowledge and understanding of Internal Revenue Service (IRS) regulations and adherence
  • Exposure to United States and foreign tax processes
  • BETA and SmartStation experienc

Responsibilities:

Wells Fargo is seeking a Securites Operations Representative. 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:

  • Strong attention to detail and accuracy skills
  • Intermediate 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 organizational, multi tasking, and prioritizing skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Solid problem solving skills
  • Ability to assess current processes/procedures and make recommendations for efficiency
  • Quality control review experience
  • Experience creating and executing test scripts
  • Good data analytical and validation skills
  • Ability to perform quality assurance audits
  • Experience resolving and working through escalated and complex issues
  • Knowledge and understanding of Internal Revenue Service (IRS) regulations and adherence
  • Exposure to United States and foreign tax processes
  • BETA and SmartStation experience

Job Expectations:

  • Ability to work nights, weekends, and/or holidays as needed or scheduled
  • Hybrid work schedule (3 days in office; 2 work from home)
  • Candidate must reside within commutable distance to posting location
  • This position is not Visa eligible


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