Business Execution Associate - Advisory Fee Billing
About this role: Wells Fargo is seeking a Business Execution Associate as part of the Advisory Fee Billing team within Wealth and Investment Management Operations. The Advisory Fee Billing team supports the fee process which includes quarterly billing, exception processing, and manual billing adjustments. The Associate will assist with driving forward projects and collaborating with other key partners to automate tasks when applicable, identifying inefficiencies and streamlining operational processes. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost... savings opportunities Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives Collaborate and consult with mid-level managers or cross-functional business partners Provide work direction to less experienced Strategy and Execution staff Required Qualifications: 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ months of brokerage experience 6+ months of advisory fees experience Experience with researching, developing, writing, and editing operational procedures and documents Strong project management skills with the ability to handle multiple projects concurrently BETA experience Knowledge and understanding of system testing including: creating plans, cases, procedures, scripts, and identifying expected results Strong organizational, multi-tasking, and prioritizing skills Leadership skills to influence across all organizational levels to gain commitment to accomplish business goals Strong attention to detail and strong time management skills Excellent verbal, written, and interpersonal communication skill Intermediate Microsoft Excel skills Job Expectations: Ability to work a hybrid schedule Willingness to work on-site at stated location on the job opening This position is not eligible for Visa sponsorship Posting Location: 550 S 4th St, Minneapolis, Minnesota Posting End Date: 2 Jun 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 units risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: 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. 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 & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 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. 47 on Fortunes 2023 rankings of Americas largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions
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