Transfer Agent Specialist (Global Capital Markets Support Services) - Hybrid
MT Bank, Wilmington, Delaware, United States, 19805
divh2Transfer Agent Operations Specialist/h2pJoin our Shared Services team as a Transfer Agent Operations Specialist. In this role, youll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. Youll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key./ppWhat Youll Do:/pulliProcess Transfers
Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system./liliEnsure Accuracy
Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards./liliCollaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies./liliDisbursements
Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed./liliManage Workflow
Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress./liliCustomer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally./liliContinuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency./li/ulpWhat a Day Typically Looks Like:/ppStart 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./ppEducation and Experience Required:/pulliAssociates degree, or equivalent work experience/lili2+ years relevant work experience/li/ulpWhat Were Looking For:/pulliOperational Expertise: Background in operations or high-volume processing (mortgage or similar experience works as well)./liliDetail-Oriented
Analytical: Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills./liliAdaptable
Organized: Comfortable shifting priorities quickly to meet SLAs and deadlines./liliStrong Communication: Ability to work with internal partners and respond professionally to client inquiries./liliTech-Savvy: Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools./liliFinancial Services Knowledge: Helpful, but not required - training provided./li/ulpWork Model/Office Location(s):/pulliThis is a hybrid position requiring weekly in-office work in compliance with Bank policy./liliEligible candidates must live within commuting distance to 1100 North Market Street, Wilmington, DE 19801./li/ulpScheduled Shift/Required Availability:/pulliStandard Hours: Monday-Friday, 8:00am-5:00 pm (with flexibility)/li/ulpWhy Join Us?/ppYoull 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./ppMT 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 candidates particular combination of knowledge, skills, and experience will inform their specific compensation./ppLocation: Wilmington, Delaware, United States of America/p/div
Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system./liliEnsure Accuracy
Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards./liliCollaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies./liliDisbursements
Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed./liliManage Workflow
Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress./liliCustomer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally./liliContinuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency./li/ulpWhat a Day Typically Looks Like:/ppStart 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./ppEducation and Experience Required:/pulliAssociates degree, or equivalent work experience/lili2+ years relevant work experience/li/ulpWhat Were Looking For:/pulliOperational Expertise: Background in operations or high-volume processing (mortgage or similar experience works as well)./liliDetail-Oriented
Analytical: Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills./liliAdaptable
Organized: Comfortable shifting priorities quickly to meet SLAs and deadlines./liliStrong Communication: Ability to work with internal partners and respond professionally to client inquiries./liliTech-Savvy: Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools./liliFinancial Services Knowledge: Helpful, but not required - training provided./li/ulpWork Model/Office Location(s):/pulliThis is a hybrid position requiring weekly in-office work in compliance with Bank policy./liliEligible candidates must live within commuting distance to 1100 North Market Street, Wilmington, DE 19801./li/ulpScheduled Shift/Required Availability:/pulliStandard Hours: Monday-Friday, 8:00am-5:00 pm (with flexibility)/li/ulpWhy Join Us?/ppYoull 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./ppMT 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 candidates particular combination of knowledge, skills, and experience will inform their specific compensation./ppLocation: Wilmington, Delaware, United States of America/p/div