Wells Fargo

Securities Operations Specialist - Property and/or Casualty Insurance - Specialty Asset Servicing

Wells Fargo$66K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of Securities Operations experience or equivalent
  • 4+ years of relevant property and/or casualty insurance experience
  • Experience analyzing external insurance policies and contacting agents
  • Understanding of residential and commercial insurance coverages
  • Strong attention to detail and accuracy

Responsibilities

  • Participate in lifecycle support initiatives and identify process improvements
  • Analyze operational tasks and challenges for resolution
  • Present recommendations for complex situations within the trade environment
  • Collaborate with internal and external stakeholders to resolve issues
  • Develop expertise in various operational processes like client account onboarding
  • Resolve escalated issues related to Securities Operations
  • Support team effectiveness by monitoring daily securities and cash operations

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description

About this role:

Wells Fargo is seeking a Securities Operations Specialist as part of Specialized Asset Support Services within Wealth and Investment Management Operations. This team is responsible for supporting specialty asset management by working directly with insurance companies, lenders and other internal partners to review the insurance coverage on Real Estate, Loan and Miscellaneous assets, as well as maintaining insurance on the bank’s master trust policy.

The Securities Operations Specialist will support leadership by being the point of contact for the team and field partners, engaging with vendors as well as assisting with system functionality and enhancements. The Securities Operations Specialist will also be responsible for processing transactions and delegating tasks among the insurance team. Learn more about our career areas and lines of business at .


In this role, you will:

  • Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
  • Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
  • Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
  • Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
  • Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
  • Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
  • Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
  • Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
  • Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
  • Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk


Required Qualifications:

  • 2+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education


Desired Qualifications:

  • 4+ years of property and/or casualty insurance related experience
  • Demonstrated experience analyzing external insurance policies and contacting insurance agents
  • Thorough understanding of residential and commercial insurance coverages and policies
  • Ability to effectively collaborate across departmental boundaries to derive at optimal solutions for project initiatives
  • Ability to navigate multiple computer systems, applications and utilize search tools to find information
  • Ability to research and report on a variety of issues and possess solid problem-solving skills
  • Ability to take ownership over business processes and takes initiative to proactively address risk, enhance efficiencies
  • Highly effective communication skills and people leadership skills
  • Strong attention to detail and accuracy
  • Ability to act as a subject matter expert

Job Expectations:

  • Hybrid work schedule - 8:00AM - 4:00PM
  • This position is not eligible for Visa sponsorship

Posting Location:

  • Minneapolis, Minnesota

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$31.73 - $48.08

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit  for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

20 Aug 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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