Institutional Services Account Review - Client Administrator II (Finance)

Location: Wilmington, Delaware, United States

Salary: $24.87–$41.45 hourly (USD)

Company

M&T Bank provides banking and financial services, including trust and institutional account administration.

What you will do

• Administer trust and entity accounts for high-net-worth private and institutional clients.
• Serve as the primary point of contact for daily client administration, inquiries, and requests.
• Process account transactions, including cash disbursements, trades, account balances, new accounts, discretionary distributions, and trust terminations.
• Support account representatives with client strategies, recommendations, documentation, and meetings.
• Manage internal and external service partners, resolve issues, and escalate risks requiring management attention.
• Maintain controls, audit requirements, regulatory standards, and accurate administrative management.

Requirements

• At least four years of combined higher education and/or work experience.
• At least one year of relevant experience with direct client contact.
• Strong customer service, verbal communication, and written communication skills.
• Strong analytical, interpersonal, and relationship-building abilities.
• Ability to apply corporate policies, procedures, risk standards, and regulatory controls.
• Ability to support less experienced personnel and work effectively with internal administrative teams.

Nice to have

• Bachelor’s degree in Finance, Business, Economics, or Accounting.
• CCTS certification for corporate trust work.
• Experience with pertinent software applications and the ability to learn new applications.
• Experience working with highly capable clients and maintaining integrity and professionalism.

Culture & Benefits

• Market-informed hourly compensation based on knowledge, skills, and experience.
• Work includes collaboration with account representatives, service partners, and administrative support areas.
• Environment emphasizes belonging, professionalism, risk awareness, and regulatory responsibility.