Transfer Agent Operations SpecialistJoin 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 experience2+ years' relevant work experienceWhat 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 Location & Work Model :Eligible candidates must live within reasonable commuting distance to 1100 North Market Street, Wilmington, DE 19801This is a hybrid role requiring four days per week in the officeScheduled Shift/Required Availability:Monday-Friday, 8:00am-5:00pmWhy 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.
Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid in wilmington at Unknown Company
This position is listed as full time and hybrid.