
Senior Institutional Investment Operations Specialist
We are looking for an experienced and motivated Senior Institutional Investment Operations Specialist to join the Wells Fargo team. As a Senior Institutional Investment Operations Specialist, you will be responsible for providing support to institutional investment clients and leading the team to ensure a high level of customer service and efficient operations. You will be a key member of the team providing critical support to the institutional investment clients of Wells Fargo.To be successful in this role, you must have a minimum of 5 years of experience in the financial services industry, a thorough understanding of institutional investment operations and related systems, and strong communication, problem-solving, and leadership skills. You must also be able to take initiative and work independently. Ultimately, you should be able to ensure the smooth day-to-day functioning of our institutional investment operations.We’re looking for someone who is passionate about their work and the success of our clients. If you have the right qualifications and a customer-oriented attitude, we’d love to hear from you.
Strong Analytical Skills
Excellent Organizational Skills
Ability To Work Independently
Knowledge Of Financial Markets
Knowledge Of Accounting Principles
Knowledge Of Securities Processing
Knowledge Of Corporate Actions
Knowledge Of Mutual Funds
Documentation
Risk Management
Data Entry
Cash Management
Auditing
Reporting
Compliance
Portfolio Management
Regulatory Requirements
Client Services
Trust Administration
Reconciliation
Taxation
Recordkeeping
Settlement
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Organization
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Institutional Investment Operations Specialist in Charlotte, NC, USA is $59,000 to $75,000 per year. This range may vary depending on the individual's level of experience and qualifications.
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Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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