Securities Operations Associate

Wells Fargo Securities Operations Associate Reposted YesterdaySaved Hybrid Charlotte, NC, USA Entry level Entry levelFintech • Financial ServicesSupports fiduciary tax services and securities operations by monitoring daily securities and cash activity, resolving low-complexity issues, reviewing transaction documents, gathering data, assisting with reconciliations, and coordinating with tax vendors, investment partners, accountants, and internal teams. The role also contributes to process improvements, risk identification, customer service, and implementation of operational projects and procedures.Top Skills: Microsoft Office SuiteSei Trust 3000