Securities Operations Representative for Fiduciary Tax

About this role:

Wells Fargo is seeking a Securities Operations Representative for Fiduciary Tax.

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

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:

• Financial services experience or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center
• Preferred but not required: Brokerage Operations experience, Tax Reporting/Cost Basis experience and Corporate Actions experience
• Extensive Microsoft Excel spreadsheets experience related to importing, exporting, and manipulating data with the use of formula and coding.
• Strong attention to detail and accuracy skills.
• Ability to read, analyze, and interpret documents/reports.

Job Expectations:

• Perform a variety of operational tasks for requests related to client's cost basis information that requires general knowledge of unit functions and systems.
• Complete tasks on a given Service Level Agreement and Meets or Exceeds Quality standard every review period.
• Review and resolve time sensitive and/or less complex to moderately complex requests/complaints.
• Handle critical production or escalation issues.
• Research cost basis related inquiries.
• Initiate/Suggest process improvement ideas to increase efficiency.
• Other AD HOC tasks given by TL/OM.
• Must be amenable to working onsite (Five NEO, Taguig), and on a night shift schedule

Posting End Date:

*Job posting may come down early due to volume of applicants.

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, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.