Join the Corporate Reorganization team within Wealth & Institutional Services and play a critical role in supporting corporate actions for publicly traded securities held in trust accounts. This team is responsible for processing complex corporate events such as mergers, acquisitions, and restructurings, ensuring client holdings are accurately converted and aligned with market activity. These transactions directly support global capital markets partners, where timeliness and precision are essential to avoid disruptions to investment activity and financial outcomes. This is an entry-level opportunity designed for individuals who are eager to build a career in financial services operations. The role offers a structured learning path, beginning with foundational tasks and progressing into more complex transaction processing as expertise grows.
Key Responsibilities:
Process and reconcile corporate actions, including mandatory events such as mergers, restructurings, and entitlement postings to client accounts
Interpret and validate data from internal systems and external vendors to ensure accuracy of client holdings and transaction activity
Perform account balancing, suspense reconciliation, and exception research to resolve discrepancies
Support high-volume, detail-oriented transaction processing across cash, securities, and asset movements
Partner with internal teams including Financial Advisors, Investment Managers, and Operations to resolve transaction-related issues
Complete independent verification of transactions processed by team members to ensure accuracy and control integrity
Monitor shared team inboxes to manage incoming requests, prioritize work, and meet service level expectations
Assist in processing class actions and other corporate event-related activities tied to client holdings
Identify, escalate, and help resolve risk, compliance, or control issues in accordance with regulatory and internal standards
Contribute to process improvement efforts to enhance efficiency, accuracy, and client experience
Day-to-Day Work Environment:
In this role, you will work within a fast-paced, transaction-driven environment focused on accuracy and timeliness. Daily responsibilities include processing large volumes of financial transactions, performing detailed data entry within internal systems, and ensuring internal records align with external custodial data. The role involves working with legacy platforms that require time and training to master, making it well-suited for individuals who are comfortable learning new systems and developing technical expertise over time. Success in this role requires strong attention to detail, adaptability, and the ability to manage multiple priorities under tight deadlines.
Education and Experience Required:
Associate’s degree or equivalent work experience
1+ years’ general work experience
Education and Experience Preferred:
Degree in Business, Finance, Accounting, Economics, or a related field
Internship or early professional experience in a corporate or financial services environment
Comfort working with technology and learning new systems quickly
Experience with or exposure to Excel or other data tools
Strong attention to detail and ability to work accurately in high-volume settings
A demonstrated ability to learn quickly, adapt to new processes, and take on increasing complexity over time
Solid organizational and communication skills
Work Model & Location
This is a hybrid role requiring in-office presence four days per week
Eligible candidates must live within reasonable commuting distance to 626 Commerce Drive, Amherst, NY 14228
Scheduled Shift/Required Availability:
Monday-Friday, 8:15am-4:45pm
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Amherst, New York, United States of America
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.
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. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
