Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid

M&T Bank; Wilmington (DE); Hybrid; USD 34.000 - 56.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Operational Expertise

Detail-Oriented

Adaptable

Strong Communication

Tech-Savvy

Financial Services Knowledge

Ausbildung

Associate's degree, or equivalent work experience

Tools

Microsoft Excel

Workflow systems

Jobbeschreibung

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Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key.

Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key.

What You'll Do:

• 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.

What a Day Typically Looks Like:

Start by reviewing your workflow queue for pending transfers requests, prioritize based on payment dates or SLAs, and conduct initial document reviews. If documentation is incomplete, initiate follow-up. When capacity allows, assist with cross-training tasks or projects assigned. Expect occasional problem-solving, such as verifying original signatures or authenticating bond documents.

Education and Experience Required:

• Associate's degree, or equivalent work experience
• 2+ years' relevant work experience

What We're Looking For:

• Operational Expertise: Background in operations or high-volume processing (mortgage or similar experience works as well).
• Detail-Oriented & Analytical: Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills.
• Adaptable & Organized: Comfortable shifting priorities quickly to meet SLAs and deadlines.
• Strong Communication: Ability to work with internal partners and respond professionally to client inquiries.
• Tech-Savvy: Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.
• Financial Services Knowledge: Helpful, but not required - training provided.

Work Location & Work Model:

• Eligible candidates must live within reasonable commuting distance to 1100 North Market Street, Wilmington, DE 19801
• This is a hybrid role requiring four days per week in the office

Scheduled Shift/Required Availability:

• Monday-Friday, 8:00am-5:00pm

Why Join Us?

You'll be part of a collaborative team that values accuracy, efficiency, and client service. We offer comprehensive training, opportunities for cross-functional learning, and a chance to grow within a dynamic financial services environment.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wilmington, Delaware, United States of America