About this role:
Wells Fargo is seeking a Securities Operations Associate within our Security Master department as part of Wealth and Investment Management Operations. The Security Master department is accountable for securities on second largest file held at the firm – the Security Master file. The team is responsible for securities not supported by a vendor. The team responds to requests sent from the field and from various internal departments that include inquiries and validation. Additionally, the team works daily, weekly, and monthly reports, completing manual updates to securities that are not updated by automated vendor feeds.
The Securities Operations Associate will work across all Security Master initiatives; primary responsibilities will include assets set-up and maintenance on the BETA platform.
In this role, you will:
Perform a variety of operational tasks for complex securities or process extensive knowledge of systems
Provide ideas for improving or implementing processes
Perform moderately complex duties such as processing, researching inquires and reconciling transactions
Provide training or work direction to less experienced staff
Address compliance and corporate governance issues for the department
Lead or participate in projects
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:
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 Beta experience
Strong analytical skills with high attention to detail and accuracy
Ability to research, analyze, and determine a course of action
Excellent verbal, written, and interpersonal communication skills
Effective organization, multitasking, and prioritizing skills
Ability to work in a fast-paced, high volume, deadlines driven environment
Advanced Microsoft Excel Skills
Job Expectations:
This position is not eligible for Visa sponsorship
Ability to work hybrid in-office schedule, additional hours and shifts as needed
Willingness to work on-site at stated location on the job opening
Posting Locations:
Charlotte, North Carolina
Posting End Date:
14 May 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
