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

Wilmington Trust•Wilmington, DE

1d•$25 - $41•Hybrid

About The Position

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.

Requirements

Associate's degree, or equivalent work experience
2+ years' relevant work experience
Background in operations or high-volume processing (mortgage or similar experience works as well).
Skilled in reviewing complex documents and spotting discrepancies.
Strong problem-solving, organizational, and interpersonal skills.
Comfortable shifting priorities quickly to meet SLAs and deadlines.
Ability to work with internal partners and respond professionally to client inquiries.
Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.

Nice To Haves

Financial Services Knowledge: Helpful, but not required - training provided.

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.