Securities Operations Service Specialist 1 - Institutional Retirement and Trust

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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
o 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 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, 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 Fargo's Institutional Retirement and Trust (IRT) business was purchased by Principal Financial Group (PFG), a provider of retirement, investments, and insurance products and services. The sale was announced in April, 2019, and the transition of in scope team members and clients is expected to be completed by mid-2021. Wells Fargo is committed to supporting the IRT business throughout the transition

Wells Fargo's Institutional Retirement and Trust (IRT) Division is seeking a Securities Operations Service Specialist 1 for their Waco, TX office. Performs a variety of operational tasks for simple or routine securities or cash related transactions and processes. Duties may include: differentiating, processing and reconciling transactions; researching inquiries; reviewing less time-sensitive and less complex documents; has minimal customer contact. Works under close to moderate supervision.

Required Qualifications

• 6+ 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; or a BS/BA degree or higher

Desired Qualifications

• Intermediate Microsoft Office skills
• Strong attention to detail and accuracy skills
• Good verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• Strong time management skills and ability to meet deadlines

Other Desired Qualifications

• iSEI knowledge
• iApprove knowledge
• CEO Knowledge
• Experience working in Trust Operations and/or Financial Services
• Proven experience providing customer service to internal and external customers
• Good work ethic with the proven ability to be dependable
• Proven experience being responsible for issue resolution and problem solving
• Experience working in a team environment with the ability to adapt to change and take on new tasks as needed
• 6 months of general office experience (filing, faxing, copying, data entry)

Street Address

TX-Waco: 1800 N Valley Mills - Waco, TX

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

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