Senior Securities Operations Representative

at  Wells Fargo

Charlotte, NC 28202, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate14 Aug, 2024Not Specified15 May, 20244 year(s) or aboveCommunication Skills,Brokerage,Wealth Management,Training,Investment ManagementNoNo
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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

Desired Qualifications:

  • Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
  • Excellent attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to solve complex customer transactions on multiple systems
  • Banking or financial operations experience
  • Operational support exposure; preferably in the Wells Fargo Wealth and Investment Management (WIM) line of business
  • Knowledge and understanding of financial services industry: wealth management, brokerage, or retiremen

Responsibilities:

Wells Fargo is seeking a Senior Securities Operations Representative in Trust Center Operations as part of Wealth and Investment Management (WIM) Operations division. Learn more about our 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

Desired Qualifications:

  • Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
  • Excellent attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to solve complex customer transactions on multiple systems
  • Banking or financial operations experience
  • Operational support exposure; preferably in the Wells Fargo Wealth and Investment Management (WIM) line of business
  • Knowledge and understanding of financial services industry: wealth management, brokerage, or retirement

Job Expectations:

  • Ability to work additional hours as needed
  • Ability to work at the posted locations listed below

Location:

  • 550 S Tryon St Charlotte, North Carolina 28202


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Charlotte, NC 28202, USA