M&T Bank is a financial institution seeking to enhance their Wealth & Institutional Services Division. The role involves executing a high volume of securities transactions and collaborating with Front and Middle Office teams to ensure accuracy and compliance in operations.
Responsibilities
- Process a steady flow of transactions – including free receipts, free deliveries, internal movements, gifts, and same‑day DTC/Fed transactions – per policies and SLAs
- Balance, research, and resolve exception items across depositories, general ledger, and house accounts; document findings and follow‑ups
- Partner with Front/Middle Office to clarify requests, resolve discrepancies, and execute changes
- Verify transactional activity processed by teammates (independent verification/dual controls) to ensure accuracy and completeness
- Interpret data from internal/external sources to process moderately complex transactions with a strong sense of urgency
- Identify and escalate risk, compliance, and suspicious activity issues in line with risk appetite and regulatory standards
- Contribute to process improvements – recommend and help implement changes that enhance accuracy, throughput, and controls
- Uphold internal control standards; support timely remediation of audit and regulatory findings
Skills
- Associate's degree, or equivalent work experience
- 1+ years' general work experience
- Comfort working with assets and account balancing – strong numerical skills and attention to detail
- Proficiency with Excel, Outlook, Word, and SharePoint for tracking, documentation, and timing coordination
- Clear, professional communication; ability to prioritize and manage workload under time constraints
- Risk and compliance mindset; commitment to internal control standards and audit readiness
- Experience in a similar back‑office environment
- Experience with trust accounting systems, depositories (e.g., DTC, Fed), and general ledger workflows
- Intermediate Excel (e.g., pivot tables, lookups, reconciliation templates) and familiarity with operational reporting
- Knowledge of accounting principles relevant to postings, reconciliations, and error resolution
Company Overview
Great companies have an enduring sense of purpose. It was founded in 1856, and is headquartered in Buffalo, New York, US, with a workforce of 10001+ employees. Its website is http://www.mtb.com.Company H1B Sponsorship
M&T Bank has a track record of offering H1B sponsorships, with 116 in 2025, 113 in 2024, 84 in 2023, 103 in 2022, 42 in 2021. Please note that this does not guarantee sponsorship for this specific role.
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