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8 days
Not Specified
Not Specified
$29.43/hr - $46.99/hr (Estimated)
<p>Overview:</p> <p>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.</p> <p>What You'll Do:</p> <ul> <li> <p>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.</p> </li><li> <p>Ensure Accuracy & Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards.</p> </li><li> <p>Collaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies.</p> </li><li> <p>Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.</p> </li><li> <p>Manage Workflow & Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress.</p> </li><li> <p>Customer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally.</p> </li><li> <p>Continuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency.</p> </li></ul> <p>What a Day Typically Looks Like:</p> <p>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.</p> <p>Education and Experience Required:</p> <ul> <li> <p>Associate's degree, or equivalent work experience</p> </li><li> <p>2+ years' relevant work experience</p> </li></ul> <p>What We're Looking For:</p> <ul> <li> <p>Operational Expertise: Background in operations or high-volume processing (mortgage or similar experience works as well).</p> </li><li> <p>Detail-Oriented & Analytical: Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills.</p> </li><li> <p>Adaptable & Organized: Comfortable shifting priorities quickly to meet SLAs and deadlines.</p> </li><li> <p>Strong Communication: Ability to work with internal partners and respond professionally to client inquiries.</p> </li><li> <p>Tech-Savvy: Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.</p> </li><li> <p>Financial Services Knowledge: Helpful, but not required - training provided.</p> </li></ul> <p>Work Location & Work Model:</p> <ul> <li> <p>Eligible candidates must live within reasonable commuting distance to 1100 North Market Street, Wilmington, DE 19801</p> </li><li> <p>This is a hybrid role requiring four days per week in the office</p> </li></ul> <p>Scheduled Shift/Required Availability:</p> <ul> <li>Monday-Friday, 8:00am-5:00pm </li></ul> <p>Why Join Us?</p> <p>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.</p> <p>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.</p> <p>Location</p> <p>Wilmington, Delaware, United States of America</p>
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