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

M&T Bank • Wilmington, DE

8d • $25 - $41 • Hybrid

About The Position

Overview: 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.

Requirements

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

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.

Benefits

• 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.
• As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees