Entry Level Securities Operations Specialist – Trust & Investment Services
M&T Bank
full-time
Posted on:
Location Type: Hybrid
Location: Amherst • New York • Vermont • United States
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Salary
💰 $21 - $34 per hour
Job Level
About the role
- 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.
Requirements
- Associate’s degree, or equivalent work experience
- 1+ years’ general work experience
- 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.
Benefits
- Health insurance
- Retirement plans
- Paid volunteer time
- Competitive benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account balancingnumerical skillsExcelOutlookWordSharePointtrust accounting systemsgeneral ledger workflowsoperational reportingaccounting principles
Soft skills
attention to detailclear communicationprofessional communicationprioritizationworkload managementrisk mindsetcompliance mindsetcommitment to internal control standardsaudit readinessprocess improvement
Certifications
Associate’s degree