1+ months
2017-12-202018-02-17

Retire Plan Svc Specialist 2

Manila, NCR
  • Job Code
    22721BR-1
About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortunes 2017 rankings of Americas largest corporations. Wells Fargos vision is to satisfy our customers financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

About the role:

This position is in the Retirement Plan Services business. Functional jobs within this level and their primary responsibilities may include but are not limited to the following: researching internal client and account manager inquiries and suspense accounts; completing specific tasks related to annual compliance testing, allocations.

Responsibilities:

  • Perform cash research and resolution, generation of daily reports, processing cash movements, working across other units to communicate outages, researching outages to determine root cause as well as actions required to clear outages.
  • Preparation of trust entries and reports.
  • Review and audit of assigned transactions for compliance to quality and LOB guidelines.
  • Review documents for legitimacy and evaluate data to determine specific updates or changes.
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Categories

  • Financial Services
  • Sales / Business Development

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Retire Plan Svc Specialist 2

Wells Fargo
Manila, NCR

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Retire Plan Svc Specialist 2

Wells Fargo
Manila, NCR
PH

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