Overview:
Within a Wealth middle office environment, serves as subject matter expert for key administrative activities completed within the team or business line. Applies practical experience and industry expertise to execute a specific Wealth administrative function, while focusing on compliance and risk mitigation.
Primary Responsibilities:
- Analyze and interpret Wealth documents and apply fiduciary, legal and statutory knowledge and experience to execute certain administrative functions.
- Communicate with internal and external business partners and related service partners as required. Serve as primary subject matter expert for a key administrative process, providing guidance to less experienced personnel on the process.
- Escalate or resolve non-standard or high risk exceptions as appropriate; serve as escalation point for activities falling within subject matter expertise to support their timely resolution.
- Work independently to complete processing of complex Wealth administrative requirements in a timely, accurate and compliant manner.
- Contribute ideas for process improvements to improve efficiency of activities.
- Identify, report and escalate all risk and compliance issues, breaches and suspicious activities to ensure management awareness of them.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Scope of Responsibilities:
This position serves in a middle office environment as part of the Administrative Services Unit. The job holder works with autonomy and has less daily oversight.
Education and Experience Required:
Bachelor’s Degree and a minimum of 3 years’ financial services work experience,
OR in lieu of a degree,
A combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ financial services work experience
Demonstrated success operating in a team environment
Experience using pertinent word processing and spreadsheet software
Availability to work a flexible schedule as needed
Effective communication skills
Self-motivated
Well-organized
Education and Experience Preferred:
Advanced degree (JD Juris Doctor)
Bachelor’s degree in Business, Finance, Accounting or Statistics
Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation
Minimum of 5 years’ financial services industry experience
Understanding of Wealth Management and/or Capital Markets businesses
Knowledge of the Bank’s systems and culture
Ability to work under time constraints
Attention to detail
Good organizational skills
Good communication skills
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $79,184.45 - $131,974.08 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Wilmington, Delaware, United States of America
