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Securities Operations Associate for Brokerage Tax Operations

Wells Fargo

TAGUIG CITY, 00Entry
Sign in to applyVerified 2h ago
Location
TAGUIG CITY, 00
Work model
On-Site
Level
Entry
Posted
13h ago

About this role

About this role: Wells Fargo is seeking a Securities Operations Associate. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: 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 Required Qualifications: 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education Desired Qualifications: Financial services experience or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center. Brokerage operations experience Tax Reporting/Cost Basis experience and Corporate Actions experience. Extensive Microsoft Excel spreadsheets experience related to importing, exporting, and manipulating data with the use of formula and coding. Strong attention to detail and accuracy skills. Ability to read, analyze, and interpret documents/reports. Amenable to work onsite at Five/Neo Building 31st Street BGC Taguig City on a permanent night shift schedule Job Expectations: Perform a variety of operational tasks for requests related to client's cost basis information that requires general knowledge of unit functions and systems.        Complete tasks on a given Service Level Agreement and Meets or Exceeds Quality standard every review period.              Review and resolve time sensitive and/or less complex to moderately complex requests/complaints.             Handle critical production or escalation issues.             Research cost basis and account valuation inquiries       Document and track completion of request on a daily basis.   Work under minimal supervision.             Consistent execution of agreed action items, and policies & procedure.             Develop and maintain expert knowledge of all work types.      Assist in creating or revising departmental procedures.   Assist in process training​. Perform quality audit of all work types.            Complete all trainings within the deadline

Securities Operations Associate for Brokerage Tax Operations at Wells Fargo, TAGUIG CITY, 00 | Yoinka