Institutional Client Services Administrator II (Finance)

Location: Wilmington, Delaware, United States of America

Salary: $59,500–$99,100 annual (USD)

Company

M&T Bank is a banking organization providing institutional client account administration and relationship management services.

What you will do

• Provide relationship management oversight and administrative support for assigned institutional client accounts.
• Submit account activity for processing accurately and according to client directives.
• Respond to and annotate compliance reports and complete annual account reviews.
• Serve as a primary or secondary contact for clients, retirement plan participants, and pensioners, resolving basic inquiries.
• Maintain communications covering regulatory, legal, accounting, and trust matters.
• Complete client billing, resolve aged receivables, monitor industry and regulatory developments, and escalate risk issues.

Requirements

• Bachelor’s degree and at least 1 year of relevant experience, or a combined minimum of 5 years of higher education and/or work experience including at least 1 year of relevant experience.
• Strong proficiency with personal computers, word-processing software, and spreadsheet software.
• Strong attention to detail, organizational, problem-solving, and decision-making skills.
• Excellent customer service, verbal communication, and written communication skills.
• Ability to follow risk, regulatory, internal control, and audit standards.

Nice to have

• Bachelor’s degree in Finance or Business.
• At least 2 years of relevant experience.
• Retirement or trust administration experience.

Culture & Benefits

• Work in a team environment focused on quality, accuracy, client service, and risk reduction.
• Support an inclusive environment that reflects the M&T Bank brand.
• Follow established company, client, and alliance service standards.
• Participate in maintaining internal controls and implementing audit and regulatory action points.