Wells Fargo Institutional Investment Operations Associate Funding Team 

United States, North Carolina, Charlotte 

257162975

In this role, you will:

• Provide operational and customer support for lifecycle tasks for institutional trades
• Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
• Assist in gathering data to support resolution of issues
• Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• BS/BA degree or higher.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work in a fast-paced deadline driven environment.
• Operations experience with money funds, asset transfers, third party, brokerage.
• Preferred experience processing in DTC or Broadridge applications such as BPS, Gloss and Impact.
• FINRA series 99 or 7 is a plus.

Job Expectations:

• Ability to work additional hours as needed.
• Ability to work outside of regular business hours.
• Work at the posted location below on a hybrid schedule of three (3) days in office and two (2) days from home.
• Office location: 1525 W W T Harris Blvd, CHARLOTTE, NC 28262.

10 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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