Securities Operations Associate

• Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues
• review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans
• monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

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

• Experience with Wells Fargo SEI Trust 3000
• Experience with the Wells Fargo Trust Accounting system of record
• Ability to identify risk factors and implement appropriate controls
• Experience analyzing metrics and articulating data trends
• Ability to manage a pipeline of work from assignment to completion
• Intermediate Microsoft Office skills
• Ability to navigate multiple computer systems and applications
• Skilled at using search tools to locate information
• Strong analytical skills with high accuracy and attention to detail
• Solid problem‑solving skills
• Experience meeting high production and quality standards
• Able to execute in a fast‑paced, high‑demand environment while balancing multiple priorities
• Strong organizational, multi‑tasking, and prioritizing abilities
• Effective in both team environments and independent work
• Strong customer service focus with the ability to build and maintain relationships
• Excellent verbal, written, and interpersonal communication skills
• Strong time management skills with the ability to consistently meet deadlines
• Ability to be flexible and adjust quickly to changing business needs
• Ability to work independently, proactively, and creatively, using sound judgment
• Ability to consult and build solid working relationships across teams

• 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