Hybrid Global Transfer Agent Operations

M&T Bank; Wilmington (DE); Hybrid; USD 34,000 - 56,000; Full time

Job summary

M&T Bank in Wilmington, DE is seeking a Transfer Agent Operations Specialist to support high-volume processes in bond transfers, account updates, and payments. You will work in a collaborative Shared Services environment emphasizing accuracy and timely processing.

Ideal candidates have an associate degree and 2+ years of relevant experience, with strong attention to detail, problem-solving, and proficiency in Excel and workflow systems. This hybrid role requires four days in the office.

Qualifications

• Associate's degree, or equivalent work experience.
• 2+ years' relevant work experience.
• Operational expertise in high-volume processing or similar environments.
• Strong attention to detail and analytical skills.
• Ability to adapt to changing priorities and meet SLAs.
• Proficient in data entry, Excel, and workflow systems.

Responsibilities

• Process transfers and account updates by reviewing certificates and documentation to complete ownership transfers.
• Ensure accuracy and regulatory compliance using checklists and controls.
• Collaborate with clients and stakeholders to resolve discrepancies.
• Support wire transfers, disbursements, and bond adjustments as needed.
• Monitor workflow queue and prioritize cases to meet deadlines.
• Respond to inquiries via email, with occasional phone calls, professionally.

Skills

Operational Expertise

Detail-Oriented

Adaptable

Strong Communication

Tech-Savvy

Financial Services Knowledge

Education

Associate's degree, or equivalent work experience

Tools

Microsoft Excel

Workflow systems

Job description

M&T Bank in Wilmington, DE is seeking a Transfer Agent Operations Specialist to support high-volume processes in bond transfers, account updates, and payments. You will work in a collaborative Shared Services environment emphasizing accuracy and timely processing.

Ideal candidates have an associate degree and 2+ years of relevant experience, with strong attention to detail, problem-solving, and proficiency in Excel and workflow systems. This hybrid role requires four days in the office.