Securities Operations Associate Charlotte, NC

Charlotte, VT - USA

Monthly Salary: Not Disclosed

Posted on: 7 days ago

Vacancies: 1 Vacancy

Job Summary

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans Transitioning Military National Guard and Reserve Members Military Spouses Wounded Warriors and their Caregivers. If you have the required skill set education requirements and experience please click the submit button and follow the next steps. All positions are onsite unless otherwise stated.

About this role:
Wells Fargo is seeking a Securities Operations Associate to join the Annuity Operations Team within Wealth & Investment Management.

In this role you will:

Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
Review basic or tactical issues policies or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact
Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment while developing understanding of various functions policies and procedures
Provide information to collaborate and consult with peers colleagues and managers including internal and external customers to resolve issues and achieve goals
Build expertise in operational processes including client account onboarding cash payments customer service funding operations custodial operations securities settlement services structured loan operations and general ledger reconciliation
Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
Resolve low complexity escalated issues within the scope of responsibility in Security Operations
Research low complexity business risks provide input into policies enhance customer satisfaction and review time sensitive documents and transaction requests
Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
Contribute to implementation of projects new or revised processes and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

6 months of Securities Operations experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education

Desired Qualifications:

6 months of Brokerage or Annuity Operations experience
6 months of Data Collection and Reporting experience
Knowledge and understanding of Beta
Ability to process complex transactions and perform extensive research to resolve complex customer issues
Experience importing exporting and manipulating data using Microsoft Excel
Intermediate Microsoft Office (Word Excel and Outlook) skills
Ability to navigate multiple computer systems applications and utilize search tools to find information
Strong analytical skills with high attention to detail and accuracy
Experience developing partnerships and collaborating with other business and functional areas
Ability to execute in a fast paced high demand environment while balancing multiple priorities

Job Expectations:

This position is not eligible for Visa sponsorship
Candidate must be based out of posted location
This position offers a hybrid work schedule
Relocation assistance is not available for this position
Ability to work additional hours as needed

Posting Location:

Charlotte NC

Posting End Date:

26 Mar 2026
*Job posting may come down early due to volume of applicants.

Required Experience:

Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
Review basic or tactical issues policies or procedures for which answers can be quickly obtained related to low-risk tasks and deliverables with narrower impact
Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment while developing understanding of various functions policies and procedures
Provide information to collaborate and consult with peers colleagues and managers including internal and external customers to resolve issues and achieve goals
Build expertise in operational processes including client account onboarding cash payments customer service funding operations custodial operations securities settlement services structured loan operations and general ledger reconciliation
Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
Resolve low complexity escalated issues within the scope of responsibility in Security Operations
Research low complexity business risks provide input into policies enhance customer satisfaction and review time sensitive documents and transaction requests
Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
Contribute to implementation of projects new or revised processes and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

6 months of Securities Operations experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education

Desired Qualifications:

6 months of Brokerage or Annuity Operations experience
6 months of Data Collection and Reporting experience
Knowledge and understanding of Beta
Ability to process complex transactions and perform extensive research to resolve complex customer issues
Experience importing exporting and manipulating data using Microsoft Excel
Intermediate Microsoft Office (Word Excel and Outlook) skills
Ability to navigate multiple computer systems applications and utilize search tools to find information
Strong analytical skills with high attention to detail and accuracy
Experience developing partnerships and collaborating with other business and functional areas
Ability to execute in a fast paced high demand environment while balancing multiple priorities

Job Expectations:

This position is not eligible for Visa sponsorship
Candidate must be based out of posted location
This position offers a hybrid work schedule
Relocation assistance is not available for this position
Ability to work additional hours as needed

Posting Location:

Charlotte NC

Posting End Date:

26 Mar 2026
*Job posting may come down early due to volume of applicants.

Required Experience:

Key Skills

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