Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid jobs in United States
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M&T Bank · 1 day ago

Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid

M&T Bank is a financial institution seeking to enhance their Wealth & Institutional Services Division. The role involves executing a high volume of securities transactions and collaborating with Front and Middle Office teams to ensure accuracy and compliance in operations.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Process a steady flow of transactions – including free receipts, free deliveries, internal movements, gifts, and same‑day DTC/Fed transactions – per policies and SLAs
Balance, research, and resolve exception items across depositories, general ledger, and house accounts; document findings and follow‑ups
Partner with Front/Middle Office to clarify requests, resolve discrepancies, and execute changes
Verify transactional activity processed by teammates (independent verification/dual controls) to ensure accuracy and completeness
Interpret data from internal/external sources to process moderately complex transactions with a strong sense of urgency
Identify and escalate risk, compliance, and suspicious activity issues in line with risk appetite and regulatory standards
Contribute to process improvements – recommend and help implement changes that enhance accuracy, throughput, and controls
Uphold internal control standards; support timely remediation of audit and regulatory findings

Qualification

Securities transactionsAccount balancingRiskComplianceExcel proficiencyTrust accounting systemsProfessional communicationDetail-orientedCollaborative

Required

Associate's degree, or equivalent work experience
1+ years' general work experience

Preferred

Comfort working with assets and account balancing – strong numerical skills and attention to detail
Proficiency with Excel, Outlook, Word, and SharePoint for tracking, documentation, and timing coordination
Clear, professional communication; ability to prioritize and manage workload under time constraints
Risk and compliance mindset; commitment to internal control standards and audit readiness
Experience in a similar back‑office environment
Experience with trust accounting systems, depositories (e.g., DTC, Fed), and general ledger workflows
Intermediate Excel (e.g., pivot tables, lookups, reconciliation templates) and familiarity with operational reporting
Knowledge of accounting principles relevant to postings, reconciliations, and error resolution

Company

M&T Bank

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H1B Sponsorship

M&T Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (116)
2024 (113)
2023 (84)
2022 (103)
2021 (42)

Funding

Current Stage
Late Stage

Leadership Team

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René Jones
Chairman & Chief Executive Officer
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Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
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Company data provided by crunchbase