4 дня назад
Transfer Agent Operations Specialist (Global Capital Markets Support Services)
24 - 87$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Transfer Agent Operations Specialist (Global Capital Markets Support Services) (Financial Operations): Processing bondholder transfers, account updates, certificates, disbursements, and wire instruction changes with an accent on document accuracy, regulatory controls, and high-volume workflow management. Focus on validating complex financial documentation, resolving discrepancies with clients and stakeholders, and prioritizing cases against payment dates and SLAs.
Location: Hybrid in Wilmington, Delaware; candidates must live within reasonable commuting distance of 1100 North Market Street, with four days per week in the office.
Salary: $24.87–$41.45 hourly (USD)
Company
M&T Bank provides financial services and capital markets support through a collaborative Shared Services environment.
What you will do
- Review and validate physical certificates and supporting documentation for bondholder ownership transfers, new certificate issuance, and account updates.
- Follow checklists, controls, regulatory requirements, SLAs, and internal quality standards.
- Support wire transfers, check disbursements, trust-to-trust transfers, bond adjustments, and wire instruction updates.
- Monitor workflow cases, prioritize requests by deadlines and payment dates, and ensure timely completion.
- Respond to client and stakeholder inquiries by email and occasionally by phone, clarifying information and resolving discrepancies.
- Identify opportunities to streamline processes and improve operational efficiency.
Requirements
- Associate's degree or equivalent work experience.
- At least 2 years of relevant work experience in operations or high-volume processing; mortgage or similar experience is applicable.
- Strong document-review, discrepancy-detection, analytical, problem-solving, organizational, and interpersonal skills.
- Ability to adapt to shifting priorities and meet SLAs and deadlines.
- Proficiency in data entry, Microsoft Excel, and workflow systems, with the ability to learn new tools quickly.
- Availability to work Monday through Friday, 8:00 a.m. to 5:00 p.m., and attend the Wilmington office four days per week.
Nice to have
- Knowledge of financial services; training is provided.
Culture & Benefits
- Collaborative team environment focused on accuracy, efficiency, and client service.
- Comprehensive training and opportunities for cross-functional learning.
- Opportunities to grow within a financial services environment.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
1 день назад
Specialist - Operations, Brokerage Retirement Accounts (Retirement Brokerage)
24 - 34$
6 дней назад
Operations Associate (Hybrid)
23 - 25$
2 дня назад
Community Mortgage Loan Officer (Mortgage Lending)
29 - 29$
2 дня назад
Operations Specialist (Asset Management)
41 250 - 68 750$
19 часов назад
Financial Advisor - M&T Bank (Fintech)
70 - 73$
7 дней назад
Payment Operations Associate II (Fintech)
18 - 31$