Senior Trade Investments Associate jobs at Wells Fargo in Philippines, Caloocan

In this role, you will:

• Supervise a team of individual contributor roles with low to moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management
• Engage stakeholders and internal partners associated with the function
• Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
• Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office
• Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
• Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
• Make day-to-day decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
• Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
• Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
• Collaborate with and consult with all levels of professionals including managers
• Interact directly with external customers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Fiduciary Products
• Be responsible for selection, evaluation, and development of staff

Required Qualifications:

• 2+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Strong Communication and Excellent Customer Service Skills

• Preferred background or knowledge on US Trust Agency Accounts.

• Role will be required to work in US hours covering any of the US time zones (Eastern, Central, Mountain and Pacific time zones)

• Must have strong people management experience and must have experience in supporting blended process

Job Expectations:

• Amenable to onsite reporting in Five/Neo Building BGC Taguig City

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Required Qualifications:

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong analytical skills with high attention to detail and accuracy Business Continuity and Operational Risk Knowledge.
• Strong time management skills and ability to meet deadlines
• Ability to work effectively, as well as independently, in a team environment
• Ability to develop partnerships with other business and functional areas
• Effective communication with Business Groups (i.e. excellent verbal, written, and interpersonal communication skills)
• Work typically involves close visual acuity on a computer to access, read and analyze the data in order to record data validation and/or establish credible challenge

Job Expectations:

• The candidate must be willing to work 5:00PM - 02:00AM Manila

• Willingness to work outside of normal hours as and when required as incident will require immediate attention

• Amenable to onsite reporting in Five/Neo Building BGC Taguig City

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support Administrative Assistants or leaders by performing routine administrative tasks
• Identify ways to improve individual work processes within established administrative procedures
• Perform routine administrative tasks, including scheduling appointments, making travel arrangements, distributing mail, producing routine documents and reports, using word processing and spreadsheet software, performing routine data entry operation, answering, as well as directing phone calls, and taking messages as needed
• Receive direction from administrative assistants, supervisors, or leaders
• Escalate questions and issues to more experienced individuals
• Interact with immediate Administrative Assistants team on basic information, as well as internal and external clients

Required Qualifications:

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

Desired Qualifications:

• With at least 6 months of relevant experience as an Executive Assistant, Company Secretary or any relevant experience for both virtual/remote or corporate work environment.
• Experience working or dealing with stakeholders in a multi-cultural environment.

Job Expectations:

• Candidate must be willing to work on Evening Schedule (8PM-5 AM Manila time)
• Work Location will be in Five Neo, BGC.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Identify ways to improve internal and external electronic communications while ensuring compliance with internal company policies, applicable laws and regulations
• Perform routine reviews for various types of electronic communications on a daily basis to identify if the communication meets policy requirements
• Receive direction from management and escalate questions and issues to more experienced roles
• Interact with Supervisory Control teams and refer to management on escalation items that may be out of compliance

Required Qualifications:

• 6+ months of Supervisory Control experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

• Experience in content moderation, quality assurance or compliance
• Good communication skills
• Basic understanding of FINRA concepts and processes

Job Expectations:

• Willing to work US hours
• Willing to work onsite (BGC office)

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking aSenior Quality Assurance Administrator. This job is responsiblefor reviewing actions, transactions, documentation, processes and programs to ensure quality standards are met, relevant controls are followed and executed, and deficiencies are identified and addressed.

In this role, you will:

• Provide support and scoring guidance quality assurance staff by answering questions on regulations or compliance, procedures, policies and First Call Resolution
• Escalate key maintenance errors identified during scoring process and ensure resolution of same, reviewing programs, processes, documentation, to ensure compliance with internal company requirements or government regulations
• Review systems to ensure company standards are met, exceptions are notated, and issues escalated as necessary
• Assist in development and design of product specific databases
• Review and score work
• Prepare calibration score and facilitate calibrations across the team to ensure consistency of quality scores delivered to clients
• Monitor quality assurance programs and processes to identify gaps and risk assessment
• Design and conduct training for as needed
• Provide coaching to staff and track performance expectations and results
• Make final scoring decisions on disputes which impact quality results
• Interact with staff and business partners to promote team work and departmental effectiveness

Required Qualifications:

• 4+ years of Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong Financial Statement Analysis/Spreading background
• Strong Accounting background

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking an Associate Operations Processor. This job is responsible for activities that support the operational infrastructure, performance, and efficiency.

In this role, you will:

• Perform general clerical operations tasks that are routine in nature
• Receive, log, batch, and distribute work
• File, photocopy, and answer phones
• Prepare and distribute incoming and outgoing mail
• Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
• Work under close supervision following established procedures

Required Qualifications:

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

Required Qualifications for Europe, Middle East & Africa only:

• Experience in operations support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking a Senior Commercial Loan Closing Representative. This job is responsible for assembling, preparing and reviewing commercial closing documents for loans/transactions; the initial boarding and funding ofdeals/transactions/facilitiesonto accounting systems of record. This may include in depth review of collateral, legal agreements and credit approvals to ensure final executed details are captured accurately and regulatory and company requirements are met.

In this role, you will:

• Support performance of less experienced staff and overall effectiveness of team
• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing
• Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements
• Perform complex legal activities for loan documentation that may also include documentation purchased from a third party source, internal staff and the Corporate Legal Group
• Provide subject matter expertise and interpretation of procedures to less experienced individuals
• Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
• Interact with immediate team and Commercial Loan Closing
• Interact with internal customers

Required Qualifications:

• 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.