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Securities Operations Representative - Private Wealth Operations

Company: Wells Fargo
Location: Las Vegas
Posted on: November 25, 2022

Job Description:

About this role: Wells Fargo is seeking a Securities Operations Representative for the Private Wealth Management Operations team. The Private Wealth Management Operations team works with trust accounts that have been closed and are researching checks that have been sent in to determine how they should be handled. The person in this position will be performing functions related to the Check Receipts and Bill Pay processes. 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 inquires 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
  • Performing research on checks to determine how they should be handled for deposit or return
  • Submitting payments through CSS for posting
  • Using Microsoft Excel to track and balance all deposit entries
  • Escalating items when necessary 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:
      • Prior research experience
      • Intermediate Microsoft Office (Word, Excel, Outlook)
      • Strong attention to detail and accuracy skills
      • Strong verbal, written and interpersonal skills
      • Ability to follow through and complete work in a timely manner
      • Basic accounting skills
      • Experience performing account reconciliations
      • Ability to identify and research variances
      • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
      • Trust operations experience
      • Exposure to Wells Fargo SEI Trust 3000 Wells Fargo Trust Accounting system of record preferred
      • Ability to work in a high volume environment Job Expectations:
        • Ability to work additional hours as needed Posting Location:
          • 6325 S. Rainbow Blvd, Las Vegas, NV Pay Range:
            • $18.00 - $25.14 Hourly Pay Range $18.00 - $25.14 Hourly Benefits
              • Information about Wells Fargo's employee benefits We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Keywords: Wells Fargo, Las Vegas , Securities Operations Representative - Private Wealth Operations, Other , Las Vegas, Nevada

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