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

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.

Education and Experience

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. Location Wilmington, Delaware, United States of America