About this role:
Wells Fargo is seeking a Securities Operations Associate as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more about our career areas and lines of business at wellsfargojobs.com.
This Associate will work closely with our primary tax vendor, PricewaterhouseCoopers, our administrative and investment partners in Banking Lending and Trust, and outside accountants to provide excellent service and handle any issues or inquiries related to Fiduciary Tax Services.
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 fiduciary, charitable, and/or information tax return preparation experience
6+ months experience using SEI Trust 3000
Knowledge of estate, gift, and Generation-Skipping Transfer Tax (GSTT)
Understanding of US state trust taxation issues for a national financial institution
Effective problem solving, decision-making, organizational, multi-tasking, and prioritization skills
Ability to work independently, proactively, innovatively, and creatively while expressing sound judgement
Ability to work in a fast-paced, deadline driven environment
Excellent verbal, written and interpersonal communication skills
A BS/BA degree or higher in accounting, finance, or another business-related field
Comfortability with Microsoft Office Suite
Job Expectations:
Ability to work a hybrid schedule
Willingness to work on-site at stated location on the job opening
This position is not eligible for Visa sponsorship
Posting Location:
Charlotte, North Carolina
Posting End Date:
21 Jul 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.
