Securities Operations Representative 2 - Contingent

TEKsystems
$19.54 / hr
life insurance, sick time, 401(k), retirement plan
United States, Missouri, St. Louis
Jul 29, 2025
About the Role We are currently hiring a Securities Operations Representative 2 to join the Financial Advisor (FA) Integration Services Group at Wells Fargo Advisors. This team plays a critical role in onboarding newly hired Financial Advisors across all channels, ensuring a smooth and efficient transition into the organization. Key Responsibilities: * Provide remote and on-site support for onboarding newly hired Financial Advisors. * Facilitate account opening and asset transfer processes with high accuracy and attention to detail. * Review and process new client paperwork, ensuring compliance with internal and regulatory standards. * Remediate issues arising from account opening or asset transfer activities. * Collaborate with Transition Consultants, Integration Consultants, and Operations to ensure seamless service delivery. * Maintain internal records and generate detailed reports and metrics for each assignment. * Support ongoing tasks such as research, analysis, rejections, action items, and reporting. * Recommend and contribute to process improvement initiatives. Required Qualifications * Minimum 2 years of experience in the financial services industry. * At least 1 year of experience in project support, project team participation, line-of-business support, or project management. * Experience with digital signature tools such as DocuSign or eSign. * Strong organizational and communication skills. * Ability to work independently and manage multiple priorities. * Willingness to travel for on-site support as needed. Preferred Qualifications * Bachelor's degree in business, Finance, or a related field. * Experience in wealth management or brokerage services. * Familiarity with enhanced due diligence processes and compliance standards. Why Join Us? This is an exciting opportunity to be part of a dynamic team that directly impacts advisor success and client satisfaction. You'll work in a collaborative environment with opportunities for growth and development. Pay and Benefits The pay range for this position is $19.54 - $19.54/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in St. Louis,MO. Application Deadline This position is anticipated to close on Aug 9, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.