Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid

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

Company H1B Sponsorship