About this role: Wells Fargo is seeking a Securities Operations Representative for Fiduciary Tax. In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2 years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Financial services experience or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center Preferred but not required: Brokerage Operations experience, Tax Reporting/Cost Basis experience and Corporate Actions experience Extensive Microsoft Excel spreadsheets experience related to importing, exporting, and manipulating data with the use of formula and coding. Strong attention to detail and accuracy skills. Ability to read, analyze, and interpret documents/reports. Job Expectations: Perform a variety of operational tasks for requests related to client's cost basis information that requires general knowledge of unit functions and systems. Complete tasks on a given Service Level Agreement and Meets or Exceeds Quality standard every review period. Review and resolve time sensitive and/or less complex to moderately complex requests/complaints. Handle critical production or escalation issues. Research cost basis related inquiries. Initiate/Suggest process improvement ideas to increase efficiency. Other AD HOC tasks given by TL/OM. Must be amenable to working onsite (Five NEO, Taguig), and on a night shift schedule Posting End Date: 9 May 2024 *Job posting may come down early due to volume of applicants. 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