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Posted 25 days ago
Securities Operations Associate
Wells FargoSecurities Operations Associate
Requirements
6+ months Securities Operations experience, Accounting knowledge, Reconciliation and trade settlement understanding, Analytical and numerical skills, Strong communication skills
Skills
AccountingFinance
About the role
Responsibilities
- Participate in low complexity lifecycle support tasks and identify opportunities for process improvements within Securities Operations
- Perform trade allocations for Money manager advisory accounts and ensure accurate system maintenance
- Review and resolve tactical issues, policies, or procedures related to low-risk tasks and deliverables
- Build expertise in operational processes including client onboarding, cash payments, funding, and securities settlement
- Assist in gathering data to support issue resolution and analyze functional operational tasks
- Liaise with Money managers, Financial advisors, and Traders regarding trade-specific discrepancies
- Monitor daily securities and cash-related production work to support team effectiveness
Requirements
- 6+ months of Securities Operations experience (or equivalent through work, training, or education)
- Strong analytical, numerical, and problem-solving skills
- Excellent communication skills (written and verbal)
- Ability to work the scheduled shift of 6:30pm to 3:30am
Preferred Qualifications
- Strong knowledge of accounting principles
- Understanding of reconciliation, matching, trade settlement, and capital markets
- Experience interacting with US-based counterparts
About the Company
Wells Fargo & Company is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services globally.
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Wells Fargo · Bengaluru
