Jobs · Analyst · Missouri

Securities Operations Specialist

Wells Fargo · St Louis, MO · 1 mo ago
AnalystFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule as needed. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (EEO, legal, etc). Must not include sections with placeholder/filler. Must only include sections where posting has real specific content. Let's parse the posting: - "About This Role" paragraph: description of role, team, objectives. That's About the role. - "In This Role, You Will" bullet list of duties (multiple sentences). That's Responsibilities. - "Required Qualifications:" line: "2+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". That's a qualification. - "Desired Qualifications:" list: many items. Those are desired qualifications (could be under Qualifications or Skills). We can treat as Qualifications (desired) and Skills (some are skills). But we need to follow headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have "Job Expectations: Ability to work a hybrid in-office schedule; Willingness to work on-site at stated location; This position is not eligible for Visa sponsorship". That's schedule expectations (hybrid in-office schedule, on-site). Also maybe location info: Posting Location: Saint Louis, Missouri. Posting End Date: 17 Sep 2026. That's metadata; we can fold into a short p or drop. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So we can include a

with location and posting end date maybe. We have no explicit Benefits, Pay info. So we should NOT create Benefits, Pay sections unless posting actually states them. It does not. So omit those sections. We have Schedule info: hybrid in-office schedule, willingness to work on-site. That's schedule. So we can create a Schedule section. We have Requirements? The posting has "Required Qualifications:" and "Desired Qualifications:" but not separate "Requirements". Could treat Required Qualifications as Requirements. But we have both Required and Desired. Could put Required under Requirements, Desired under Qualifications or Skills. However the instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Requirements (for required qualifications) and Qualifications (for desired qualifications) and Skills (for specific skills like analytical, problem-solving, etc). But we need to avoid duplication. Let's extract: Required Qualifications: - 2+ years of Securities Operations experience, or equivalent demonstrated through work experience, training, military experience, education. Desired Qualifications: - 2+ years experience supporting domestic securities settlement operations, including DTC/DTCC and Federal Reserve settlement activity - 1+ years experience with SEI and/or BETA securities processing platforms - Knowledge of equity, fixed income, and cash settlement processes - Demonstrated experience researching and resolving trade, cash, and position breaks - Ability to identify process improvement and automation opportunities through tools such as Alteryx, Xceptor, PowerBI, etc. - Strong analytical, problem-solving, and reconciliation skills - Excellent communication skills with the ability to partner across operations, technology, and business teams - Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills We could split: Qualifications heading for the desired qualifications (experience, knowledge, etc). Skills heading for the skill-based items (analytical, problem-solving, reconciliation, communication, MS Office, process improvement tools). But the desired qualifications also include skills. Might be okay to put all desired under Qualifications and not have Skills. But we need to follow instruction: Prefer a few substantive sections over many thin ones. So maybe combine Qualifications and Skills into one Qualifications section? But we have headings list; we can choose to include only those with real content. Could have About the role, Responsibilities, Requirements (required qualifications), Qualifications (desired qualifications + skills), Schedule (hybrid/on-site). That's four sections. Let's check if any content for Benefits, Pay: none. So omit. Now we need to output HTML fragment: use

for section headings. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to preserve all substantive information. So we need to include the About the role paragraph(s). There's also a line: "Learn more about our career areas and lines of business at wellsfargojobs.com ." That's a link? It's just a sentence. Should we keep? It's substantive? It's a reference; we can keep as prose. In Responsibilities: we have a paragraph starting with "In This Role, You Will" then a series of sentences separated by semicolons? Actually it's a list of duties each starting with a verb. We should turn each into

  • . The text: "Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, and custodial operations for both incoming and outgoing account transfers. Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk" We need to split each line as separate
  • . Some lines have semicolons inside but still one duty. We'll keep as is. Now Requirements: Required Qualifications: "2+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". That's a sentence; we can put as

    or

    • . Since it's a single item, we can use

      . But instruction: use

      • for any list of duties/requirements/benefits. This is a requirement but not a list; could be

        . We'll use

        . Qualifications: Desired Qualifications list. We'll make

        • for each bullet. Schedule: "Ability to work a hybrid in-office schedule; Willingness to work on-site at stated location". Also maybe note "This position is not eligible for Visa sponsorship" - that's not schedule but maybe a note; but we can include as part of Schedule? It's not schedule; maybe we can add a note under Schedule or separate? There's no heading for Visa sponsorship. Could fold into Schedule as additional note. But better to include as a short

          under Schedule? The instruction: Use

          • for any list of duties/requirements/benefits. This is not a list; we can use

            . We'll include both items as

            sentences. Also location and posting end date: we can fold into a short

            at top or bottom. Let's put after About the role maybe a

            with "Posting Location: Saint Louis, Missouri. Posting End Date: 17 Sep 2026." Now ensure we don't include boilerplate: remove EEO, equal opportunity, legal, etc. Also remove "Job Expectations:" heading? We'll incorporate its content into Schedule. Now produce HTML:

            About the role

            Wells Fargo is seeking a Securities Operations Specialist to join the Domestic Settlements team within Wealth and Investment Management Operations. This team partners closely with internal business groups, counterparties, custodians, and market utilities to ensure operational excellence, minimize risk, and maintain regulatory compliance to support the success of Wells Fargo and its clients. As a Specialist, you will support the firm's strategic objectives by delivering reliable post-trade processing, enhancing operational controls, driving process improvements, and supporting modernization initiatives across the settlement lifecycle. Learn more about our career areas and lines of business at wellsfargojobs.com .

            Posting Location: Saint Louis, Missouri. Posting End Date: 17 Sep 2026.

            Responsibilities

            • Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
            • Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
            • Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
            • Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
            • Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, and custodial operations for both incoming and outgoing account transfers.
            • Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
            • Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
            • Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
            • Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
            • Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

            Requirements

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

            Qualifications

            • 2+ years experience supporting domestic securities settlement operations, including DTC/DTCC and Federal Reserve settlement activity
            • 1+ years experience with SEI and/or BETA securities processing platforms
            • Knowledge of equity, fixed income, and cash settlement processes
            • Demonstrated experience researching and resolving trade, cash, and position breaks
            • Ability to identify process improvement and automation opportunities through tools such as Alteryx, Xceptor, PowerBI, etc.
            • Strong analytical, problem-solving, and reconciliation skills
            • Excellent communication skills with the ability to partner across operations, technology, and business teams
            • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

            Schedule

            Ability to work a hybrid in-office schedule

            Willingness to work on-site at stated location

            This position is not eligible for Visa sponsorship

            Check: Did we miss any substantive info? The "Job Expectations" also had "Ability to work a hybrid in-office schedule; Willingness to work on-site at stated location". We covered. Also "This position is not eligible for Visa sponsorship". Good. We removed boilerplate: EEO, legal, drug policy,

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