Transfer Agent Operations Specialist - Hybrid
001 manufacturers traders trust
📍 wilmington delaware united states💰 $24–$41/hr🕐 15d ago🔗 workday
Job Description
**Overview:**
Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key.
**What You'll Do:**
* **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.
**What a Day Typically Looks Like:**
Start by reviewing your workflow queue for pending transfers requests, prioritize based on payment dates or SLAs, and conduct initial document reviews. If documentation is incomplete, initiate follow-up. When capacity allows, assist with cross-training tasks or projects assigned. Expect occasional problem-solving, such as verifying original signatures or authenticating bond documents.
**Education and Experience Required:**
* Associate's degree, or equivalent work experience
* 2+ years' relevant work experience
**What We're Looking For:**
* **Operational Expertise:** Background in operations or high-volume processing (mortgage or similar experience works as well).
* **Detail-Oriented & Analytical:** Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills.
* **Adaptable & Organized:** Comfortable shifting priorities quickly to meet SLAs and deadlines.
* **Strong Communication:** Ability to work with internal partners and respond professionally to client inquiries.
* **Tech-Savvy:** Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.
* **Financial Services Knowledge:** Helpful, but not required - training provided.
**Work Location & Work Model**:
* Eligible candidates must live within reasonable commuting distance to 1100 North Market Street, Wilmington, DE 19801
* This is a hybrid role requiring four days per week in the office
**Scheduled Shift/Required Availability:**
* Monday-Friday, 8:00am-5:00pm
**Why Join Us?**
You'll be part of a collaborative team that values accuracy, efficiency, and client service. We offer comprehensive training, opportunities for cross-functional learning, and a chance to grow within a dynamic financial services environment.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
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Wilmington, Delaware, United States of America