Logo of Huzzle

Securities Operations Representative

  • Job
    Full-time
    Junior Level
  • Business, Operations & Strategy
    Banking & Finance

AI generated summary

  • You need 2+ years of Securities Operations experience or equivalent through work, training, military, or education.
  • You will handle operational tasks, process and research transactions, review documents, improve processes, collaborate with teams, and interact with internal customers while following compliance guidelines.

Requirements

  • 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities

  • 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

FAQs

What are the primary responsibilities of a Securities Operations Representative at Wells Fargo?

The primary responsibilities include performing operational tasks on complex securities, supporting securities operations, identifying process improvements, processing and researching inquiries, reconciling transactions, reviewing time-sensitive documents, coordinating with other departments, and interacting with internal customers.

What qualifications are required for this position?

The required qualifications include at least 2+ years of Securities Operations experience or equivalent experience demonstrated through work experience, training, military experience, or education.

Is there a deadline for applying to this position?

Yes, the job posting may come down early due to the volume of applicants.

How does Wells Fargo view diversity in the workplace?

Wells Fargo values diversity, equity, and inclusion and welcomes applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, disability, and other protected statuses.

What are the expectations regarding risk management in this role?

Employees are expected to support risk management by following applicable policies and procedures, fulfilling risk and compliance obligations, and making sound risk decisions aligned with the business unit's risk appetite.

Is there an accommodation process for applicants with disabilities?

Yes, accommodations for applicants with disabilities are available upon request during the recruitment process.

What is Wells Fargo's stance on substance use in the workplace?

Wells Fargo maintains a drug-free workplace in accordance with their Drug and Alcohol Policy.

Are third-party recordings allowed during the recruitment process?

No, third-party recordings are prohibited unless authorized by Wells Fargo.

How does this role involve collaboration with other teams?

The Securities Operations Representative will collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, as well as coordinate situations involving other departments.

What type of skills will I develop in this position?

In this position, you will develop knowledge of functions, policies, procedures, and compliance requirements while exercising independent judgment.

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. 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. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.