Senior Securities Operations Representative
at Wells Fargo
Charlotte, North Carolina, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 06 Aug, 2024 | Not Specified | 09 May, 2024 | 4 year(s) or above | Financial Planning,Investment Advisory,Complex Transactions,Training,Multitasking,Customer Service,Communication Skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
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