Wells Fargo Financial Service Representative Asset Movement 

Philippines, Caloocan 

105654012

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

Required Qualifications:

• Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, education

Desired Qualifications:

• Excellent problem solving, analytical and technical skills with ability to apply critical judgment and come up with effective decisions.
• Strong verbal and written communication skills and proficiency for detailed documentation with ability to validate work.
• High proficiency with Microsoft Program
• Ability to adapt to a fast paced environment and perform under pressure with a high motivation and able to meet stringent deadlines with strong sense of urgency and results and detail orientation.
• Ability to plan, prioritize and execute a body of work with minimal supervision.
• Exceptional research, data entry and exception handling skills.
• Flexibility to work in night shifts, or weekends/holidays if deemed necessary by the business.
• Possess an impeccable reputation for integrity, accuracy, consistency and business acumen.
• Highly analytical and keen to details
• Familiarity with banking documents
• Amenable to permanent night shift schedule and follows US holiday.
• Amenable to onsite reporting in Five/Neo Building BGC Taguig City.

Job Expectations:

The Securities Operations Representative position is within the IRA Operations Department of Wells Fargo Advisors. We are looking for dynamic, detail oriented and proactive group of individuals who can perform variety of operational tasks for moderately complex securities or cash related transactions and processes that require general knowledge. The IRA Asset Movement team performs oversight of internal controls to ensure that all money movement transactions to and from Retirement accounts are in compliance with the internal policies, federal laws and IRS regulations. Moreover, the team handles all types of distribution, excess contribution removals, recharacterization, contribution, consolidation and Roth Conversions requests from client associates (CAs) and financial advisors (FAs) submitted in behalf of Wells Fargo clients.

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

27 Oct 2024

Wells Fargo Recruitment and Hiring Requirements:

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