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Operations Clerk 3
Location:
, North Carolina
Posted:
October 24, 2017
Reference:
5355647-1
Job Description

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

Do you want to be part of something special? Do amazing things? Meet cool people? Join Wells Fargo Advisors and be a leader for transformative change, preparing Wells Fargo for continued success well into the future.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wells Fargo Advisors (WFA): Wells Fargo Advisors operates the nation’s third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administer $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology.

The Operations Clerk 3 resolves moderately complex operational or customer issues by determining and taking appropriate action. Performs high volume, time-sensitive tasks requiring intermediate research and problem solving skills. Duties may include: originating source documents/data adhering to a range of regulations and choosing from a variety of options; processing payments, tickets, online entries, documents or items requiring a high degree of accuracy and control; resolving balancing discrepancies; researching and resolving moderately complex problems using various resources; reviewing and processing unique rejects or exceptions. Works under general supervision, exercising limited judgment within guidelines.

Required Qualifications

  • 1+ year of production experience, general office experience, or a combination of both

Desired Qualifications

  • Good analytical or problem solving skills with high attention to detail and accuracy
  • Good communication skills
  • Basic Microsoft Office skills
  • Financial services experience
  • Knowledge and understanding of brokerage or administrative support
  • Knowledge and understanding of administrative support: filing, faxing, copying, and data entry
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Ability to work effectively, as well as independently, in a team environment
  • Brokerage support exposure; preferably within a Wells Fargo Advisors (WFA) Group branch

Disclaimer

    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


A little about us:
Wells Fargo is committed to hiring and retaining active military personnel and veterans. Our goal is to employ 20,000 veterans by 2020.

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