M&T Bank · 2 days ago
Transfer Agent Specialist (Global Capital Markets Support Services) - Hybrid
M&T Bank is a financial services organization seeking a Transfer Agent Operations Specialist to join their Shared Services team. The role involves supporting complex financial transactions by ensuring accurate processing of bondholder transfers and account updates in a fast-paced environment.
Financial Services
Responsibilities
Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system
Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards
Work closely with clients and stakeholders to clarify information and resolve discrepancies
Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed
Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress
Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally
Identify opportunities to streamline processes and enhance operational efficiency
Qualification
Required
Associate's degree, or equivalent work experience
2+ years' relevant work experience
Background in operations or high-volume processing (mortgage or similar experience works as well)
Skilled in reviewing complex documents and spotting discrepancies
Strong problem-solving, organizational, and interpersonal skills
Comfortable shifting priorities quickly to meet SLAs and deadlines
Ability to work with internal partners and respond professionally to client inquiries
Proficient in data entry, Microsoft Excel, and workflow systems
Quick learner for new tools
Preferred
Financial Services Knowledge
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
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Trends of Total Sponsorships
2025 (116)
2024 (113)
2023 (84)
2022 (103)
2021 (42)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-07
2025-10-06
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