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Operations Accountant 4 - Financial Administration Team
Company: Wells Fargo
Location: Saint Louis, MO
Employment Type: Full Time
Date Posted: 09/16/2021
Expire Date: 10/30/2021
Job Categories: Accounting/Auditing, Computers, Software, Finance/Economics, Financial Services, Information Technology, Insurance, Law Enforcement, and Security, Military
Job Description
Operations Accountant 4 - Financial Administration Team
Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o    Building enduring client relationships through sound, thoughtful, and objective advice
o    Developing individualized plans for clients to help meet their financial objectives
o    Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o    Wells Fargo Private Bank serves high-net-worth individuals and families.
o    Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. 
o    Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

The Operations Accountant 4 is part of the Financial Administration team, which provides bill paying and financial reporting services for high net worth clients with complex financial profiles.  The Financial Administration team is part of the Advice Center, which in turn is a part of the Advice & Planning Center of Excellence.

The Operations Accountant 4 performs complex operational accounting activities associated with maintaining ledger/customer accounts and for developing reports. Duties may include: providing operational accounting support for internal business groups and/or operations departments; reviewing customer financials/transactions which may be in support of business group products; preparing regulatory reports; reviewing data from the general ledger, unit reports and various systems to ensure accuracy; reviewing entries; gathering and reviewing operational or financial data for regulatory reports; preparing and reviewing account reconciliations and certifications; performing a variety of analyses or projects relating to operational accounting procedures, methods or systems; reviewing taxes; identifying and resolving complex, unique issues . May have indirect/direct interaction with customers, clients or vendors. Provides functional advice or training to lower level operational accounting positions.



Required Qualifications

  • 4+ years of accounting experience, operational accounting experience, or a combination of both demonstrated through work or military experience



Desired Qualifications

  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Excellent verbal, written, and interpersonal communication skills
  • Strong attention to detail and accuracy skills
  • Strong collaboration and partnering skills



Other Desired Qualifications
  • Familiarity with wealth planning goals and strategies for HNW individuals and families
  • Familiarity with QuickBooks software
  • Attentiveness to risk information, security and client privacy
  • Understanding of financial planning concepts and strategies 
  • A BS/BA or higher degree in Accounting, Finance or Business


Street Address

MO-Saint Louis: 100 N Jefferson Ave - Saint Louis, MO
CA-SF-Financial District: 420 Montgomery - San Francisco, CA
MN-Minneapolis: 90 S 7th St - Minneapolis, MN
NC-Charlotte: 401 S Tryon St - Charlotte, NC



Disclaimer

    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.



Benefits Summary

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

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