Wells Fargo Lead Securities Operations Representative Cost Basis 

Philippines, Maypajo 

976391935

In this role, you will:

• Support overall effectiveness of the team according to plans, monitor daily securities, and cash related production work
• Supervise daily production activities and staff
• Guide others on complex production improvement efforts and address procedural impacts
• Provide back-up for all department functions while providing coaching and feedback to staff
• Prioritize work and provide daily leadership to teams
• Contribute to solving corporate governance and address compliance issues for the department
• Lead the implementation of new or revised processes and procedures
• 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 judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• At least 2 years of experience as a Team Lead
• At least 6 years of working experience (back-office support) in the BPO/Contact Center industry
• Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc
• Amenable to permanent night shift schedule and follows US holiday
• Amenable to onsite reporting in 31st Street BGC Taguig City

Job Expectations:

• This role supports a team handling record maintenance request in the updating and/or adjusting of cost basis information on the original value (purchase price) of an asset for tax purposes of the client’s account. It requires researching of account history and activities including transfer of assets and corporate actions. It also requires computation and reconciliation through Microsoft Excel.

18 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

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