Wells Fargo Securities Operations Representative - US 

India, Telangana, Hyderabad 

9995092

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+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Is responsible for performing a variety of operational tasks for complex securities or cash related transactions or processes that require basic knowledge of unit functions and systems. Duties may include:
• To be able to process all type of transactions independently.
• Handle the queries form the onshoreteams/clients/customers.
• To be able to escalate any discrepancies/issues to the supervisors in a timely fashion.
• Fiduciary: Knowledge on US Securities, US Taxation and Tax Forms, Capital Markets, Cost Basis Reporting.
• Knowledge on US Securities, Capital Markets, US taxation, Individual Retirement Account (IRA), W8 Forms, Tax Withholding, Investment Banking.
• Cost Basic Exception: Knowledge on US Securities, Capital Markets, US Taxation, Share Class Exchange, Automated Client Account Transfer Services, Options, Closed Proceeds, Investment Banking, Corporate Actions, Cost Basis Reporting System.
• Cost Basis Loading: Knowledge on US Securities, Capital Markets, US Taxation, Trade Life Cycle, US Tax Regulations, Corporate Actions.
• MS Office Basics
• Securities/wealth and investment management.
• Basic understanding of US Securities market
• Understanding of Trade life cycle
• Commerce Graduate with CA/CFA/ICW/M.com /MBA preferably in Finance vertical
• Good Communication (Read / Write / Speak).
• Desirable to have experience of interacting with US customers.