Job 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:

• 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• BS/BA degree or higher.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work in a fast-paced deadline driven environment.
• Operations experience with money funds, asset transfers, third party, brokerage.
• Preferred experience processing in DTC or Broadridge applications such as BPS, Gloss and Impact.
• FINRA series 99 or 7 is a plus

Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Funding Operations Team as part of the Corporate & Investment Banking operations organization.
Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements.
• Assist leadership in bringing individual or teams together in order to resolve complex issues.
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue.
• Provide subject matter expertise on projects along with internal and industry related initiatives.
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable.
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives.
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.

Required Qualifications:

• 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• BS/BA degree or higher.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work in a fast-paced deadline driven environment.
• Operations experience with money funds, asset transfers, third party, brokerage.
• Preferred experience processing in DTC or Broadridge applications such as BPS, Gloss and Impact.
• FINRA series 99 or 7 is a plus.

Job Expectations:

• Ability to work additional hours as needed.
• Ability to work outside of regular business hours.
• Work at the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home.
• Office location: 1525 W W T Harris Blvd, CHARLOTTE, NC 28262.