Securities Ops Service Spec 4 Mutual Fund Order Entry

Job Title:

Securities Ops Service Spec 4 - Mutual Fund Order Entry

Job ID Number:

5173510

Schedule Type:

Reg-Time

Work Hours:

40

Location:

Saint Louis,MO

Qualifications:

Job Description

The Securities Operations Service Specialist 4 (SOSS 4) completes daily processes for Managed Account Trading (ZFUN Process). The ZFUN processor is responsible for triggering bulk orders through allocation trading, and scheduled events by the Product Group. Performs 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.

Required Qualifications

4+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center 3+ years of financial services experience

Desired Qualifications

Strong attention to detail and accuracy skills Intermediate Microsoft Office skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi tasking, and prioritizing skills Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment Solid problem solving skills 4+ years of brokerage operations experience Strong analytical skills including analyzing complex data 2+ years of Beta experience Experience resolving and working through escalated and complex issues Ability to assess current processes/procedures and make recommendations for efficiency Ability to read, analyze, and interpret documents/reports Ability to provide leadership by coaching, training, and mentoring

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.