Securities Ops Service Spec 4

Securities Ops Service Spec 4

Wells Fargo
Not Specified
Not Specified

Job Description

Job Description :
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 20 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Market Job Description
The IRA Processing - Controls 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, contribution, consolidation and Roth Conversions requests from client associates (CAs) and financial advisors (FAs) submitted in behalf of Wells Fargo clients.
The Securities Operations Service Specialist 4 (SOSS4) position is equivalent to a team lead role 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.
. Differentiating, processing and reconciling transactions
. Performing a variety of balancing task
. Able to handle critical production or escalation issues
. Act as liaison to other internal departments including technology group and external source
. Provides departmental level of reporting using multiple sources
. May define user requirements and contribute to production and workflow improvement
. Provides training or work direction for staff
. Provides back up for numerous departmental function
. May create or maintain databases
. Works under minimal supervision with some degree of independence
. Ensures the team is achieving quality individual and corporate metrics as well as service level agreement (SLA) goals
Market Skills and Certifications
. 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
. Excellent Interpersonal skills - people and process management
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate. 71678

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