securities Operations service specialist - team leadWells Fargo

Job Description :About Wells FargoWells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside 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 30 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 About Wells Fargo Philippines enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Operations, Risk and Compliance, Project Management, Finance & Accounting and Data Analytics. We operate in Taguig City, Metro Manila. Department Overview Wealth & Investment Management (WIM) is one of the nation s leading providers of financial and investment services in the United States. We offer a full range of products and services to meet clients unique needs and help them achieve financial goals. Services include Brokerage, Comprehensive planning and advice, Estate planning strategies, Insurance, Investment management, Private banking, Retirement and Trust. Wells Fargo Advisors team is responsible for the processing of Power of Attorney (POA) requests that are completed by the WFA brokerage client and received through the branch offices. High-level steps: The POA team will receive POA requests through the WISDOM workflow tool; This team will support the following processes: Review POA Compare POA against state required guidelines Complete the associated persons on specific POA Update authorization on POA via BETA (SOR) Work with Legal and/or IRA for direction on specific types of POA requests Review Elder Client Initiative Group (ECI) insure there are no impacts to POA request Work with ECI if POA is impacted Work with branch to communicate updates, issues, etc. Approve or reject POA request via BETA (SOR) About the Role Internally known as Securities Operations Service Spec. 4, this role will perform a variety of operational tasks for highly complex securities or cash related transactions or processes that require expert knowledge of unit functions and systems. Duties may include: differentiating, processing, and reconciling transactions; and performing a variety of balancing tasks; Able to handle critical production or escalation issues; Act as liaison to other internal departments, including technology groups and external sources; Provides department level reporting using multiple sources; May create and/or maintain databases; May define user requirements and contribute to production and workflow improvements; and create or revise departmental procedures; Provides training or work direction for staff; Provides back-up for numerous department functions; May lead and/or participate in department projects; May address compliance and corporate governance issues for the department; May have extensive customer contact; Works under minimal supervision with some degree of independence. Responsibilities Primary (80% of the time) Analyst should have strong accounting Knowledge Knowledge on Securities/Financial Markets Good problem solving, analytical skills and numerical skills Typing Skills / Good Communication (Read / Write / Speak) Should be willing/flexible to work in rotational shifts or night shifts if required. Desirable to have experience of interacting with US customers. May create and/or maintain databases Secondary (20% of the time) Be a part of key initiatives at a process level Find opportunities to improve current process Work on self development To be able to identify at least one value addition to the process Provides department level reporting using multiple sources Reviewing time sensitive and/or complex documents; creating or revising departmental procedures. Act as liaison to other internal departments, including technology groups and external sources Market Skills and Certifications Completed 2nd year in College (Bachelor s Degree course) / Completed 2 or 3 year Associate Degree courses 4 to 6 years relevant work experience Financial services related certification/Mutual Fund/Financial Market Courses will be a plus point Knowledge on Securities/Financial Markets or experience handling highly regulated process or function (ex. payments processing, fraud investigation) Good problem solving, analytical skills and numerical skills Typing Skills / Good Communication (Read / Write / Speak) Should be willing/flexible to work in rotational shifts or night shifts if required Desirable to have experience of interacting with US customers May create and/or maintain database 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.
Monster

Philippines
Permanent
Full-time