Securities Operations Specialist at Wells Fargo
Minneapolis, MN 55415, USA -
Full Time


Start Date

Immediate

Expiry Date

22 Nov, 25

Salary

48.08

Posted On

23 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Accounts Receivable, Finance, Training, Communication Skills, Economics

Industry

Financial Services

Description

PAY RANGE

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$31.73 - $48.08

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:

  • 2+ years 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 Accounts Receivable and Accounts Payable experience.
  • 6+ months of trust operations experience.
  • Bachelor’s degree in economics, finance, accounting or related field
  • Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems).
  • Understanding of trust products and specialty assets related to oil, gas, mineral, real estate or insurance assets.
  • Strong attention to detail and accuracy 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.
  • Excellent verbal, written, and interpersonal communication skills
Responsibilities

Wells Fargo is seeking a Securities Operations Specialist within Wealth & Investment Management Operations.

In this role, you will:

  • Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
  • Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
  • Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
  • Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
  • Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
  • Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
  • Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
  • Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
  • Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
  • Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

  • 2+ years 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 Accounts Receivable and Accounts Payable experience.
  • 6+ months of trust operations experience.
  • Bachelor’s degree in economics, finance, accounting or related field
  • Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems).
  • Understanding of trust products and specialty assets related to oil, gas, mineral, real estate or insurance assets.
  • Strong attention to detail and accuracy 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.
  • Excellent verbal, written, and interpersonal communication skills.

Job Expectations:

  • Ability to work a hybrid schedule, three (3) days in office and two (2) days remote from 7:30AM to 4:30PM.
  • Willingness to work on-site at posted location (550 S 4th StMINNEAPOLIS, MN 55415)
  • This position is not eligible for Visa sponsorship
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