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Transfer Agent Operations Specialist – Global Capital Markets Support Services
M&T BankTransfer Agent Operations Specialist at M&T Bank supporting complex financial transactions through accurate processing. Playing a critical role in handling bondholder transfers and account management.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Associate's degree, or equivalent work experience
- 2+ years' relevant work experience
- Background in operations or high-volume processing
- Skilled in reviewing complex documents and spotting discrepancies
- Strong problem-solving, organizational, and interpersonal skills
- Comfortable shifting priorities quickly to meet SLAs and deadlines
- Proficient in data entry, Microsoft Excel, and workflow systems
Benefits
Comp & perks- Comprehensive training
- Opportunities for cross-functional learning
- Chance to grow within a dynamic financial services environment
- Competitive benefits ranging from medical and retirement to paid volunteer time
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entrydocument reviewdiscrepancy identificationwire transferscheck disbursementstrust-to-trust transfersbond adjustmentsworkflow management
Soft Skills
problem-solvingorganizational skillsinterpersonal skillscollaborationcommunicationprioritizationadaptability
Certifications
Associate's degree