Wells Fargo
Financial Services
SeniorSecuritiesOperationsSpecialist
“Senior Securities Operations Specialist at Wells Fargo. Skills: Securities Operations, Performance Analytics, Data Integrity. Lead lifecycle initiatives. Support lifecycle tasks”
What You'll Achieve.
Ensure accuracy of client data; Ensure integrity of client data; Resolve issues impacting client reporting; Resolve issues impacting financial results; Resolve issues impacting risk exposure; Strengthen operational controls; Mitigate operational risk
Industry & Context.
Root cause analysis; Research
Work hybrid schedule, Work on-site
What They're Looking For.
Must Have
4+ years Securities Operations experience
Nice to Have
4+ years client data reconcilement, 2+ years portfolio performance analysis, 2+ years portfolio performance systems, 2+ years data management audits, Knowledge of complex asset groups, Ability to identify performance issues, Experience with SEI/Trust 3000, Experience with BETA, Experience driving transformational change, Knowledge of compliance controls, Knowledge of risk management, Knowledge of loss prevention, High motivation, Ability to influence stakeholders, Build relationships skills, Process improvement skills, Product knowledge skills, Advanced Microsoft Office skills
What You'll Do.
Lead lifecycle initiatives
Support lifecycle tasks
Participate in large-scale planning
Identify process improvements
Review operational tasks
Analyze operational challenges
Evaluate variable factors
Resolve operational issues
Understand function policies
Understand function procedures
Understand compliance
Collaborate with peers
Consult with colleagues
Consult with managers
Resolve escalated issues
Manage expertise in operational processes
Research business risks
Enhance customer satisfaction
Review time sensitive documents
Review transaction requests
Exercise independent judgment
Understand trade settlement controls
Minimize operational breakdowns
Monitor daily securities production
Monitor daily cash production
Lead project implementation
Contribute to project implementation
Implement new processes
Implement revised procedures
Coordinate among operation teams
Perform analysis for initiatives
Support business strategies
Make decisions on financial matters
Make decisions on risk matters
How You'll Work.
Team & Collaboration
Partner with peers; Partner with cross-functional teams
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Process & Methodology
Lifecycle initiatives
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