Securities Operations Representative - Trust Mail Center

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.

Responsibilities

• 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.
• Meet required Service Level Expectations (SLEs).

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

Qualifications

• 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 (Trust Accounting system of record), Client Link, and Copilot
• Ability to work in a high-volume environment

Job Expectations

• 5 days in the office, Monday - Friday, 7:30am - 4:30pm, with flexibility to stay later if a business need arises.
• Ability to work additional hours as needed.
• Able to stand for long periods of time throughout the day.
• This position is not eligible for Visa sponsorship.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.

Pay

The base pay range for this position is $21.63 - $27.40 per hour. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, including:

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement