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 support complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You work in a fast‑paced, high‑volume environment where attention to detail and strong problem‑solving skills are key.

• Process Transfer & 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.

Start by reviewing your workflow queue for pending transfer 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.

Associate’s degree or equivalent work experience. 2+ years’ relevant work experience.

• 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 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.

• Hourly pay range: $24.87 – $41.45 (USD).
• Hybrid role:
  Four days per week in the office at 1100 North Market Street, Wilmington, DE.
• Shift: Monday‑Friday, 8:00am‑5:00pm.

M&T Bank is an equal‑opportunity employer. We do not discriminate based on race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, marital status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state, or local laws.