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, education
Desired Qualifications:
- Completed 2nd year in College
- Amenable to 100% voice support role
- Amenable to permanent night shift schedule and onsite reporting
- Amenable to be assigned in Five Neo Building, 31st Street BGC, Taguig City
Job Expectations:
- Client and account verification
- Walkthrough the Financial Advisors and Client Associates to complete the validation and policy education
- Communicate with the branch offices and operations to resolve, update, and complete necessary information missing on the account of the customer
24 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.