What are the responsibilities and job description for the Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid position at Wilmington Trust?
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
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
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
Wilmington, Delaware, United States of America
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.
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
- 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.
- 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
- Monday-Friday, 8:00am-5:00pm
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
Wilmington, Delaware, United States of America
Salary : $25 - $41