Associate Analyst, Family Office Advisory

Overview: The role provides high-level administrative, analytical, and project support to the Head of Wealth & Planning and Trust Services and plays a key role in supporting senior leaders. The position works independently under general supervision. This position interacts with internal partners, external custodians, external advisors, and clients. Key Responsibilities Executive & Administrative Support Provide direct administrative support to the Head of Wealth & Planning and Trust Services, including complex calendar management, travel coordination, and expense management. Support senior leadership through preparation of materials, meeting coordination, and follow-up actions. Interact regularly with the Wealth Leadership Team and internal partners across Wealth Management. Research, Analysis & Family Office Support Conduct research and identify relevant articles, industry trends, and data; summarize findings for leadership review. Assist with Family Office analyst responsibilities, including data analysis, reporting, and ad hoc analytical support. Support the overall delivery and enhancement of the virtual family office platform and related systems. Projects & Process Improvement Provide support on departmental initiatives, strategic projects, and continuous process improvement efforts. Assist in developing presentations and materials for leadership using PowerPoint and related tools. Leverage AI tools (e.g., ChatGPT) to enhance research, analysis, and productivity where appropriate. Risk, Compliance & Controls Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in alignment with the Company’s Risk Appetite. Identify and escalate risk-related issues to management as appropriate. Maintain M&T internal control standards, including timely implementation of internal and external audit points and addressing issues raised by regulators. Culture & Collaboration Promote an inclusive environment that supports diversity and reflects the M&T Bank brand. Collaborate effectively with internal partners and thrive in a team-oriented environment. Scope of Responsibilities Works independently under general supervision. Regularly interacts with internal partners and senior leadership across Wealth Management. Education and Experience Requirements Bachelor’s degree required; or, in lieu of a degree, a combined minimum of four (4) years of higher education and/or relevant work experience. Proficiency with MS Office Suite, including advanced PowerPoint skills. Proficiency using AI tools (e.g., ChatGPT). Strong verbal and written communication skills. Demonstrated analytical, problem-solving, and critical thinking abilities with strong attention to detail. Strong interpersonal skills with proven success in collaborative team environments. 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: Radnor, Pennsylvania, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice

Salary : $25 - $41