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 Model/Office Location(s):
This is a hybrid position requiring weekly in-office work in compliance with Bank policy.
Eligible candidates must live within commuting distance to 1100 North Market Street, Wilmington, DE 19801.
Scheduled Shift/Required Availability:
Monday-Friday, 8:00am-5:00 pm (with flexibility)
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.
Wilmington, Delaware, 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.
