Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid
M&T Bank · Wilmington, United States · 23d ago
verview:
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.