Securities Operations Associate at Wells Fargo - ScoutJobs - The AI-curated global job board
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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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Securities Operations Associate

Wells Fargo · Bengaluru

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