Wells Fargo Bank

Securities Operations Service Specialist 2 - Fiduciary Centralized Operations

Posted on: 21 Mar 2021

Las Vegas, NV

Job Description

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as Personal Cell or Cellular in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o Building enduring client relationships through sound, thoughtful, and objective advice Developing individualized plans for clients to help meet their financial objectives
o Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.
o Abbot Downing serves ultra-high-net-worth individuals and families.
o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Wells Fargos Wealth Management (WM) group is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank and to the affluent segment through partnerships between Wealth Brokerage Services (WBS) and the Community Bank. Within WM, Investment & Fiduciary Services (IFS) works with our clients to build, manage, preserve, and transition their wealth. As one of the nations strongest financial institutions we bring together a team of experienced professionals to gain insight into each clients unique situation to deliver specialized wealth solutions that best meet their particular needs and goals. Within IFS we have six Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.

We currently have an opening for a Securities Operations Service Specialist 2 (SOSS 2) within the Fiduciary Management Centralized Operations team. This team member will contribute to the high volumes and moderately complex transactions processed daily for IFS clients within Wealth Management. Operational tasks will be specifically related to bill pay services. There is no direct customer contact in this role.

Responsibilities may include but are not limited to the following:

Processing and reconciling bill pay related transactions
Researching and resolving inquires
Reviewing time sensitive and/or complex documents
May assist with the creation or revision of departmental procedures
Coordinating situations that involve other departments
Moderate internal customer contact
Will work under minimal supervision

Required Qualifications
* 18+ months of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center demonstrated through work or military experience

Desired Qualifications
* Data entry experience
* Trust operations experience
* Ability to provide strong customer service and develop customer relationships
* Ability to work effectively, as well as independently, in a team environment
* Ability to work in a fast paced deadline driven environment
* Exposure to Wells Fargo SEI Trust 3000 Wells Fargo Trust Accounting system of record
* Strong organizational, multi-tasking, and prioritizing skills
* Strong time management skills and ability to meet deadlines
* Experience meeting high production and quality standards
* Ability to navigate multiple computer systems, applications, and utilize search tools to find information
* Excellent verbal, written, and interpersonal communication skills
* Intermediate Microsoft Office skills
* Strong attention to detail and accuracy skills

Salary Information
The salary range displayed below is based on a Full-time 40 hour a week schedule.

NV-Las Vegas: Min: $33,300 Mid: $42,000

Street Address
NV-Las Vegas: 6325 S Rainbow Blvd - Las Vegas, NV

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary
Benefits
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

Wells Fargo Bank

San Francisco, CA

Wells Fargo & Company, a diversified financial services company, provides retail, commercial, and corporate banking services to individuals, businesses, and institutions. It operates through three segments: Community Banking, Wholesale Banking, and Wealth and Investment Management.

The company also engages in the wholesale banking, mortgage banking, consumer finance, equipment leasing, agricultural finance, commercial finance, securities brokerage and investment banking, computer and data processing, trust, investment advisory, mortgage-backed securities, and venture capital investment services.

As of February 7, 2019, it operated through 7,800 locations, 13,000 ATMs, and the Internet and mobile banking, as well as has offices in 37 countries and territories. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.

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