# Securities Operations Associate for Tax Operations at Wells Fargo

Wells Fargo is hiring a Securities Operations Associate for Tax Operations. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/3b82f044-0bd7-40ff-bf5e-b6c87ee7d855?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. TAGUIG CITY, 00.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 37 out of 100)
- Location: TAGUIG CITY, 00
- Posted: November 6, 2026
- Apply: https://jobsbylevel.com/go/3b82f044-0bd7-40ff-bf5e-b6c87ee7d855?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=securities-operations-associate-for-tax-operations-at-wells-fargo-a444c0

## Description

About this role: Wells Fargo is seeking a Securities Operations Associate. The Securities Operations Associate will perform a variety of operational tasks for requests related to client's cost basis information that requires general knowledge of unit functions and systems. 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 Process corporate action transactions (mandatory and voluntary), including reviewing prospectuses and press releases, resolving inquiries, and handling escalations or production issues. Ensure timely and accurate completion of requests by meeting service level agreements (SLAs), quality standards, and daily documentation requirements. Maintain strong operational excellence through adherence to policies and procedures, performing quality audits, and developing expertise across multiple work types. Support continuous improvement by assisting with process documentation, training, cross-training, and recommending efficiency enhancements while working with minimal supervision. 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: Financial services experience or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center. Fiduciary operations experience Tax Reporting/Cost Basis experience and Corporate Actions experience. Extensive Microsoft Excel spreadsheets experience related to importing, exporting, and manipulating data with the use of formula and coding. Strong attention to detail and accuracy skills. Ability to read, analyze, and interpret documents/reports. Job Expectations: Amenable to work onsite at Five/Neo Building 31st Street BGC Taguig City on a permanent night shift schedule Posting End Date: 10 Nov 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/securities-operations-associate-for-tax-operations-at-wells-fargo-a444c0

Source: https://jobsbylevel.com/jobs/securities-operations-associate-for-tax-operations-at-wells-fargo-a444c0

## Cite this page

Level. https://jobsbylevel.com/jobs/securities-operations-associate-for-tax-operations-at-wells-fargo-a444c0.

Get job alerts: https://jobsbylevel.com/newsletter