In this role, you will:
- Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
- Support securities operations
- Identify ways to improve the overall process
- Perform moderately complex duties such as processing, researching inquires and reconciling transactions
- Review time sensitive documents
- Receive direction from supervisor and coordinate situations involving other departments
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
- 2-4 years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
- Basic understanding of Securities market
- Understanding Trade life cycle
- Understands the capital markets and its financial products like Equities, Fixed income products and stock/equity, etc.
- Attention to detail and comprehension skills
- Commerce Graduate / MBA / higher degree in financial field.
Desired Qualifications:
- Candidate should have good accounting Knowledge
- Good understanding of tasks like reconciliation, matching, trade settlement, Capital markets etc.
- Good problem solving and analytical skills and numerical skills
- Typing Skills / Good Communication (Read / Write / Speak)
- Desirable to have experience of interacting with US counterparts.
Job Expectations:
- Is responsible for performing a variety of operational tasks for highly complex securities or cash related transactions or processes that require basic knowledge of unit functions and systems. Duties may include:
- Perform trades allocations for Money manager advisory accounts and ensure accurate maintenance on the systems by adhering to the agreed service levels.
- Good Understanding on financial products and severity of the process which involves dealing with highly sensitive accounts.
- Additional functions of receiving notifications on trade corrections from money manager and to perform swiftly with in guidelines.
- Handling escalated requests requiring clarification & research to provide an accurate resolution.
- Liaising with Money managers, Financial advisors & Traders regarding trades specific discrepancies.
- Interaction with Financial Advisors, Investment Managers, Business counterparts to gather process/product related information.
- Perform the above assigned tasks independently and seek assistance in a timely manner.
Working Hours: 6:30pm to 3:30am
27 Aug 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.