Securities Ops Service Spec 3

Job Description

You have a proven track record of success but you're looking for more. More responsibility. More challenges. At Wells Fargo you'll find that opportunity. You'll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company's four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Retirement: Wells Fargo Retirement is a top retirement provider to institutional customers across the U.S. Wells Fargo ranks second in annuity distribution, sixth in IRA assets and eighth in retirement recordkeeping. The company also administers custody assets, provides investments and executive benefits to institutional clients and delivers reinsurance services to global insurance companies.

Performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems. Duties may include: differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures. Coordinates situations involving multiple departments. May provide department level reporting using multiple sources. May provide training or work direction to junior level staff. Provides back-up for other desks. Works under minimal supervision.

Additional Job Description – Asset Data Services

The Asset Data Services Department of Trust Operations is looking for a candidate who will develop into an Asset Set Up subject matter expert. The candidate should be organized, works with a sense of urgency and has excellent time management skills as well as works well as part of a team. The position is responsible for the tasks associated with adding new securities, maintenance of existing securities and completion of control reports and processes to ensure accuracy of information on SEI Trust 3000 (Trust asset management system). This position will have the potential to support the Securities Pricing function within the department.

Required Qualifications

  • 3+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center

Desired Qualifications

  • Strong attention to detail and accuracy skills
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Ability to work effectively in a team environment
  • Solid problem solving skills
  • Strong time management skills and ability to meet deadlines

Job Expectations

  • Flexibility to work different shifts

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

0010331 WEALTH INV MGMT/WIM PSI


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