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About this role: Wells Fargo is seeking a Securities Operations Representative on the Fiduciary Operations Team in Wealth and Investment Management as part of Wells Fargo Trust. Learn more about our career areas and lines of business at wellsfargojobs.com.
Job Responsibility:
Perform various operational tasks, as part of the Trust Mail Center, that require general knowledge of unit functions and systems
Perform moderately complex duties such as researching, scanning, and reconciling incoming mail
Review time sensitive documents and follow appropriate redirect process
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand functions, policies, procedures, and compliance requirements
Collaborate with peers, colleagues and managers to resolve issues and execute initiatives
Interact with internal customers
Identify ways to improve the overall process
Expect to meet required SLE's (Service Level Expectations)
Requirements:
1+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice to have:
Administrative Assistant or operational experience
Strong attention to detail and accuracy skills
Experience in a dual control secured environment
Mailroom opening, sorting, and distribution experience
Intermediate Microsoft Office (Team, Outlook, Word, Excel, SharePoint) skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Financial services industry experience
Data entry experience
Strong organizational, multi-tasking, and prioritizing skills
Ability to work effectively in a team environment
Ability to work in a deadline driven environment
Exposure to Wells Fargo SEI Trust 3000 Wells Fargo Trust Accounting system of record, Client Link, and Copilot
Ability to work in a high-volume environment
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance