Project Facilitation Specialist

Wells Fargo•Saint Louis, MO

55d•Onsite

About The Position

In this contingent resource assignment, you may: Support Business Execution; proactively seek ways to improve processes. Perform moderately complex administrative support tasks. Receive direction from supervisor and escalate non-routine questions. Interact with client personnel on a range of information.

Requirements

Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.
2+ years of administrative or business support experience
Pre-hire, onboarding and transition experience
Strong attention to detail and accuracy skills
Strong organization, multitasking, and prioritization skills, including time management
Excellent verbal, written and interpersonal communication skills
Excellent service focus, including responding to requests in a timely manner
Intermediate Microsoft Office Skills
Financial industry experience

Responsibilities

Maintain real-time tracking of each candidate's progress through the Pre-Registration process.
Review Pre-Registration forms for completeness and accuracy prior to submission.
Ensure all required information is present using the provided checklist.
Respond promptly to requests and inquiries to prevent delays in the onboarding process.
Compile and submit batch upload spreadsheets for background checks using the provided framework.
Serve as the primary point of contact between Pre-Registration/Registration teams and employees/managers.
Coordinate requests and gather necessary documentation or information as needed.
Facilitate a smooth handoff of candidate files and status updates to the Registration team for next steps.
Conduct thorough reviews of applicants' Pre-Registration backgrounds.
Submit fingerprints to FINRA in accordance with regulatory requirements.
Process amendments to Form U4.
Collect, organize, and retain documents for each applicant's Registration file.