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Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid

Wilmington Trust, N.A. · wilmingtontrust.com
WilmingtonHybridEntry level2+ yrs
Apply on Wilmington Trust, N.A.’s site
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The job in short

Transfer agent operations processing bondholder transfers and account updates.

ExcelCompliance

Details

Found
35 d ago · posted 2026-09-03
Location
Wilmington, DE
Pay (as listed)
$24.87–$41.45 an hour

Full description

verview: 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 Wilmington, Delaware, United States of America

Accounts Payable / Receivable / Payroll jobs in the United States · All Wilmington Trust, N.A. jobs · Entry-level jobs in Wilmington, Delaware

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