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Securities Operations Representative For Brokerage Field Services
Support securities transaction reconciliation and process improvement initiatives
Manila
Junior
3 days ago
Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.
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Security Operations Representative
Wells Fargo is seeking a Security Operations Representative to be part of the Wealth and Investment Management business under the Brokerage Field Services team.
In this role, you will:
- Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
- Support securities operations
- Identify ways to improve the overall process
- Perform moderately complex duties such as processing, researching inquiries, and reconciling transactions
- Review time sensitive documents
- Receive direction from supervisor and coordinate situations involving other departments
- 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:
- 2+ 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:
- Completed at least 2 years of tertiary education
- At least 2 years of experience in Customer Service
- Experience in a financial campaign is an advantage but is not required
- Experience in Wealth and Investment Management is an advantage but is not required
- Strong communication skills
Job Expectations:
- Amenable to work on a night shift schedule, follow US holidays, and observe an onsite work set-up (5NEO).
About Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.