In this role, you will:
- Perform a variety of operational tasks for routine and medium complex institutional trades that require general knowledge of unit functions and systems
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process specific goals
- Review time sensitive document
- Support audit requirements within the process
- Address compliance and corporate governance issues for the department
- Interact with internal and external customers as per prescribed process or procedure
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve process goals
- Execute tasks and perform activities as per direction from leaders and understand function, policies, procedures, and compliance requirements
Required Qualifications:
- 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Work with FCM Brokerage teams and other vendors in developing and implementing best practices; Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures.
- Act as liaison to other internal departments, including technology groups, external Brokers and Vendors, and provides department level reporting using multiple sources.
- Identify opportunities to improve the process through partnership with other teams.
- Build platform knowledge in your team through ongoing training.
- Develop and maintain MIS on end-to-end process for tracking turnaround times of deliverables from team and other processing area.
- Good analytical skills.
- Knowledge in VB, Excel, Access database will be an advantage.
Job Expectations:
- Work with FCM Brokerage teams and other vendors in developing and implementing best practices; Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures.
- Act as liaison to other internal departments, including technology groups, external Brokers and Vendors, and provides department level reporting using multiple sources.
- Identify opportunities to improve the process through partnership with other teams.
- Build platform knowledge in your team through ongoing training.
- Develop and maintain MIS on end-to-end process for tracking turnaround times of deliverables from team and other processing area.
30 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.