# Securities Operations Associate / Wealth & Investment Management Operations at Wells Fargo

Wells Fargo is hiring a Securities Operations Associate / Wealth & Investment Management Operations in Minneapolis, United States. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/a60dc4b9-9109-415d-ab02-2296ec6bc5f6?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. MINNEAPOLIS, MN.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 38 out of 100)
- Location: MINNEAPOLIS, MN
- Posted: October 20, 2026
- Apply: https://jobsbylevel.com/go/a60dc4b9-9109-415d-ab02-2296ec6bc5f6?utm_medium=ai-agent

## Description

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top five on LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.. Learn more about the career areas and business divisions at wellsfargojobs.com . About this role: Wells Fargo is seeking a Securities Operations Associate to support Wealth & Investment Management Operations as part of Wholesale Operations . In this role, you will: Adhere to established policies, procedures, controls, and risk management practices; exercise judgment within defined parameters to research basic, low-risk operational matters, provide input related to policies and procedures, and develop knowledge of applicable functions and procedures Collaborate and consult with internal partners, colleagues, managers, and external customers to provide consistent operational support, resolve issues, and achieve goals Conduct and monitor daily securities production activities to ensure timely and accurate execution of operational processes and support overall team effectiveness Identify opportunities to improve operational processes and efficiency, and contribute to low-complexity lifecycle activities, projects, and implementation of new or revised processes and procedures requiring coordination across operations teams Process basic securities-related transactions, applying judgment within defined parameters to review time-sensitive documents and transaction requests and support accurate execution Research, analyze, and resolve routine operational issues, exceptions, inquiries, and low-complexity escalations, including gathering relevant data and reviewing basic or tactical matters involving low-risk tasks and deliverables with narrower impact 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: Excellent verbal, written, and interpersonal communication skills Experience with securities transaction processing, trade support, settlement, reconciliation, account servicing, and asset movement activities Experience supporting securities, brokerage, wealth management, or related financial services operations Ability to manage multiple priorities in a high-volume environment while maintaining accuracy, quality, attention to detail, and service standards Customer service and collaboration skills, with the ability to support customer transactions and partner effectively with internal and external stakeholders Knowledge of client onboarding, cash and funding operations, custodial operations, securities settlement, structured loan operations, or general ledger reconciliation Knowledge of operational risk, controls, regulatory requirements, and compliance standards applicable to financial services operations Strong analytical and problem-solving skills, with the ability to research and analyze operational issues, resolve routine exceptions, and determine appropriate actions within defined parameters Intermediate Microsoft Office skills Experience using securities processing systems, brokerage platforms, or related tools to support transaction processing, reporting, and reconciliation activities such as: SEI Trust 3000 (Simulated Environments, Inc. Trust 3000) Job Expectations: Ability to work additional hours as needed Adhere to standards outlined with written policy as well as applicable State and

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/securities-operations-associate-wealth-investment-management-operations-at-wells-fargo-dc26f2

Source: https://jobsbylevel.com/jobs/securities-operations-associate-wealth-investment-management-operations-at-wells-fargo-dc26f2

## Cite this page

Level. https://jobsbylevel.com/jobs/securities-operations-associate-wealth-investment-management-operations-at-wells-fargo-dc26f2.

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