Bond Transfer Operations Specialist

M&T Bank Corporation; Wilmington, Northern (DE, KY); Hybrid; USD 71,360,000 - 119,025,000; Full time

Job summary

M&T Bank Corporation is seeking a Transfer Agent Operations Specialist in Wilmington, DE to support bondholder transfers, account updates, and payments in a fast-paced, high-volume environment.

You will review documents, validate ownership transfers, work with internal teams, handle disbursements and wire instructions, respond to client inquiries by email and occasional calls, and look for ways to streamline processes while meeting regulatory and SLA requirements.

Qualifications

• Associate's degree or equivalent work experience; 2+ years in relevant roles.
• Operational, high-volume processing experience preferred.
• Detail-oriented with strong analytical and problem-solving skills.
• Proficient in MS Excel and data entry; comfortable with workflow systems.

Responsibilities

• Process Transfers & Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system.
• Ensure Accuracy & Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards.
• Collaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies.
• Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.
• Manage Workflow & Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress.
• Customer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally.
• Continuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency.

Skills

Operational Expertise

Detail-Oriented

Analytical

Problem-Solving

Organizational Skills

Interpersonal Skills

Adaptable

Communication

Tech-Savvy

Financial Services Knowledge

Education

Associate's degree or equivalent

Tools

Microsoft Excel

Workflow systems

Job description

M&T Bank Corporation is seeking a Transfer Agent Operations Specialist in Wilmington, DE to support bondholder transfers, account updates, and payments in a fast-paced, high-volume environment.

You will review documents, validate ownership transfers, work with internal teams, handle disbursements and wire instructions, respond to client inquiries by email and occasional calls, and look for ways to streamline processes while meeting regulatory and SLA requirements.