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 diversity 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

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

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.