Ashmita P.
Securities Operations Representative | Master of Commerce
- Role
- Securities Operations Representative at Wells Fargo
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Ashmita P.
Collaborating with Wells Fargo\'s US Onshore team, our efforts in the annuity liquidation…
Experience
Securities Operations Representative
Jan 2024 — Present · Bengaluru, IN
In my role as a Securities Operations Representative at Wells Fargo, I handled back-office processing operations for financial products, disbursing cash and assets to beneficiaries through various transfer options. I also managed probate and non-probate assets, ensuring timely responses to branch queries. Additionally, I collaborated closely with the US Onshore team for annuity liquidation process and created a Standard Operating Procedure for the Wells Trade Estate process. I was Awarded as Rising star recently.
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