Compensation
This employer didn't list pay. Model a likely range with the calculator.
Model this offer in the calculatorJob description
Wells Fargo is seeking a Securities Operations Associate for the Annuity Operations team within Wealth & Investment Management. This team supports the financial advisors and front office with new business annuity liquidation and post issue activity.
The Associate will be responsible with conducting research with branches guiding the team workflow and ensuring service level agreements are being met. Learn more about our career areas and lines of business at wellsfargojobs.com .
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
- 6+ months of Securities Operations experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
- 6+ months of Brokerage or Annuity operations experience
- Demonstrated knowledge and understanding of Beta
- Experience meeting high production and quality standards
- Strong analytical skills with high attention to detail and accuracy
- Ability to navigate multiple computer systems applications and utilize search tools to find information
- Excellent verbal written and interpersonal communication skills
- Ability to work independently proactively innovatively and creatively while exercising sound judgment
- Ability to work effectively in a team environment and across all organizational levels where flexibility collaboration and adaptability are important
- Intermediate Microsoft Office skills (Word Excel Outlook PowerPoint)
- Ability to work additional hours and different shifts as needed
- Must be able to work at location listed on posting
- This position is not eligible for Visa Sponsorship
- Charlotte North Carolina
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.
Skills Required
- 6+ months of Securities Operations experience
- Ability to work additional hours and different shifts as needed
- Must be able to work at location listed on posting (Charlotte NC)
- Must be authorized to work without visa sponsorship (position not eligible for sponsorship)
- 6+ months of Brokerage or Annuity operations experience
- Demonstrated knowledge and understanding of Beta
- Experience meeting high production and quality standards
- Strong analytical skills with high attention to detail and accuracy
- Ability to navigate multiple computer systems applications and utilize search tools
- Excellent verbal written and interpersonal communication skills
- Ability to work independently proactively and in a team environment
- Intermediate Microsoft Office skills (Word Excel Outlook PowerPoint)
Wells Fargo Compensation & Benefits Highlights
- Healthcare Strength—Health coverage begins on day 1 with medical dental and vision and includes mental health prescription drugs and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
- Parental & Family Support—Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35000 lifetime reimbursement for adoption surrogacy and donor expenses. Backup child and adult care further supports family needs.
- Retirement Support—Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking investment and mortgage products and services as well as consumer and commercial finance through our four reportable operating segments: Consumer Banking and Lending Commercial Banking Corporate and Investment Banking and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations.Our technology professionals drive innovation information security and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us!Are you looking for more? Find it here. At Wells Fargo we're more than a financial services leader – we’re a global trailblazer committed to driving innovation empowering communities and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive in one place. Living the Well Life means you’re supported in life not just work. It means having robust benefits competitive compensation and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community celebrated for being your authentic self and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations work-life balance and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”
Gallery
Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Similar Jobs
Related roles