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M&T Bank · 2 days ago

Transfer Agent Specialist (Global Capital Markets Support Services) - Hybrid

Wilmington, DE

Full-time

Hybrid

Entry, Mid Level

$24.87/hr - $41.45/hr

2+ years exp

M&T Bank is seeking a Transfer Agent Operations Specialist to join their Shared Services team. In this role, you will support complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments while collaborating with clients and stakeholders.

Financial Services

H1B Sponsor Likely

Responsibilities

Process Transfers & Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system

Ensure Accuracy & Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards

Collaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies

Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed

Manage Workflow & Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress

Customer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally

Continuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency

Qualification

Operational ExpertiseDetail-OrientedProblem-SolvingMicrosoft ExcelData EntryAdaptable & OrganizedFinancial Services KnowledgeCommunication

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: Helpful, but not required - training provided

Benefits

Comprehensive training

Opportunities for cross-functional learning

A chance to grow within a dynamic financial services environment

Company

M&T Bank

Glassdoor3.6

Great companies have an enduring sense of purpose.

Founded in 1856

Buffalo, New York, US

10001+ employees

http://www.mtb.com

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)