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4 дня назад

Transfer Agent Operations Specialist (Global Capital Markets Support Services)

24 - 87$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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.

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