Wells Fargo

Securities Operations Representative - Trust Mail Center

Wells Fargo  •  Minneapolis, MN (Onsite)  •  18 hours ago
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Job Description

About this role:

Wells Fargo is seeking a Securities Operations Representative on the Fiduciary Operations Team in Wealth and Investment Management as part of Wells Fargo Trust. Learn more about our career areas and lines of business at wellsfargojobs.com

In this role, you will:

  • Perform various operational tasks, as part of the Trust Mail Center, that require general knowledge of unit functions and systems.
  • Perform moderately complex duties such as researching, scanning, and reconciling incoming mail.
  • Review time sensitive documents and follow appropriate redirect process.
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to
    understand functions, policies, procedures, and compliance requirements.
  • Collaborate with peers, colleagues and managers to resolve issues and execute initiatives.
  • Interact with internal customers
  • Identify ways to improve the overall process
  • Expect to meet required SLE's (Service Level Expectations)

Required Qualifications:

  • 1+ 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:

  • Administrative Assistant or operational experience
  • Strong attention to detail and accuracy skills
  • Experience in a dual control secured environment
  • Mailroom opening, sorting, and distribution experience
  • Intermediate Microsoft Office (Team, Outlook, Word, Excel, SharePoint) skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Excellent verbal, written, and interpersonal communication skills
  • Financial services industry experience
  • Data entry experience
  • Strong organizational, multi-tasking, and prioritizing skills
  • Ability to work effectively in a team environment
  • Ability to work in a deadline driven environment
  • Exposure to Wells Fargo SEI Trust 3000 Wells Fargo Trust Accounting system of record, Client Link, and Copilot
  • Ability to work in a high-volume environment

Job Expectations:

  • 5 days in the office, Monday - Friday, 7:30am - 4:30pm, flexibility to stay later if a business need.
  • Ability to work additional hours as needed.
  • Able to stand for long periods of time throughout the day.
  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$21.63 - $27.40

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

23 Aug 2026

* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Wells Fargo

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
San Francisco, California
Year Founded
Unknown
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