Securities Operations Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Securities Operations Specialist in the Trust Services team within Wealth & Investment Management within our Security Control & Account Transfers (SCAT) team. The SCAT team is responsible for working with our internal partners and transfer agents to assist in the settling of incoming electronic/physical assets for our trust customers.

Job Responsibility:

Participate in low to moderately complex lifecycle support initiatives
Identify opportunity for process improvements within Securities Operations
Review and analyze basic or tactical functional operational tasks
Exercise independent judgment related to low-to-medium risk deliverables
Resolve low to moderately complex escalated issues
Research low to moderately complex business risks
Provide input into policies
Enhance customer satisfaction
Review time sensitive documents and transaction requests
Exercise independent judgment in understanding trade settlement workflow controls
Support overall effectiveness of the team
Monitor daily securities and cash related production work
Contribute and may lead implementation of projects
Perform analysis for initiatives that support business strategies

Requirements:

2+ years of Securities Operations experience, or equivalent demonstrated through work experience, training, military experience, education
1+ year of securities settlement experience
Knowledge or understanding of end-to-end securities transfer and/or Physical Trade processing
Knowledge or exposure to SEI Trust 3000 or custodian Depository Trust Company
Intermediate Microsoft Office skills
Strong attention to detail and accuracy skills
Solid problem-solving skills
Ability to work independently, proactively, and innovatively
Customer service focus with ability to listen to customer needs and recommend solutions
Excellent verbal, written, and interpersonal communication skills
Effective organization, multitasking, and prioritizing skills
1+ year of trust, brokerage and/or securities operations experience

Nice to have:

Knowledge or understanding of end-to-end securities transfer and/or Physical Trade processing
Knowledge or exposure to SEI Trust 3000 or custodian Depository Trust Company
1+ year of trust, brokerage and/or securities operations experience

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 22, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Securities Operations Specialist