Senior Securities Operations Representative

at  Wells Fargo

Charlotte, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate06 Aug, 2024Not Specified09 May, 20244 year(s) or aboveFinancial Planning,Investment Advisory,Complex Transactions,Training,Multitasking,Customer Service,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 .

Required Qualifications:

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

Required Qualifications for Europe, Middle East & Africa only:

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

Desired Qualifications:

  • Knowledge and understanding of financial planning: tools and advisory services
  • Knowledge and understanding of investment advisory
  • Knowledge and understanding of advisory products and services
  • Strong attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to handle complex transactions and escalated issues
  • Customer service focus with the ability to listen to customers needs and recommend solutions
  • Effective organizational, multitasking, and prioritizing skill

Responsibilities:

Wells Fargo is seeking a Senior Securities Operations Representative in Business Operations as part of Transactions & Processing division. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

  • Perform a variety of operational tasks for complex securities or process extensive knowledge of systems
  • Provide ideas for improving or implementing processes
  • Perform moderately complex duties such as processing, researching inquires and reconciling transactions
  • Review time sensitive documents
  • Provide training or work direction to less experienced staff
  • Address compliance and corporate governance issues for the department
  • Lead or participate in projects
  • 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 judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Required Qualifications for Europe, Middle East & Africa only:

  • Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Knowledge and understanding of financial planning: tools and advisory services
  • Knowledge and understanding of investment advisory
  • Knowledge and understanding of advisory products and services
  • Strong attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to handle complex transactions and escalated issues
  • Customer service focus with the ability to listen to customers needs and recommend solutions
  • Effective organizational, multitasking, and prioritizing skills


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Charlotte, NC, USA