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

M&T Bank

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

full-timePosted: Jan 27, 2026

Job Description

Overview:

Join a high performing operations team that powers our Wealth & Institutional Services Division behind the scenes. In this role, you’ll execute a high volume of securities transactions and related account activities with precision and speed – free receipts, free deliveries and internal transfers for specialized clients. This includes but is not limited to pending transactions for equities, fixed income, asset backed securities, mortgage backed securities, physical securities, corporate and municipal bonds. You’ll also collaborate closely with Front and Middle Office teams to complete the system work requests. If you thrive on numbers, precision, and collaborative problem‑solving, this position offers the chance to make a direct and meaningful impact on client outcomes.

What You’ll Do:

  • 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.

What Makes You a Great Fit:

  • You enjoy calculating & balancing accounts.

  • You’re detail‑oriented, organized, and calm under time pressure.

  • You bring a strong sense of ownership, accuracy, and urgency.

  • You’re collaborative, responsive, and comfortable working from shared mailboxes and structured workflows.

  • You’re curious and willing to learn securities operations and settlement mechanics.

Education and Experience Required:

  • Associate’s degree, or equivalent work experience

  • 1+ years’ general work experience

Education and Experience Preferred:

  • 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.

Work Model & Location:

This is a hybrid role requiring in-office presence. Eligible candidates must live within reasonable commuting distance to one of the two locations below:

  • 626 Commerce Drive, Amherst, NY 14228

  • 77 Pine Street, Burlington, VT 05401

Scheduled Shift/Required Availability:

  • Monday-Friday, 8:30am-5:00pm

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Amherst, New York, United States of America

Locations

  • Amherst, New York, United States
  • Burlington, Vermont, United States

Salary

42,704 - 71,240 USD / yearly

Estimated Salary Rangehigh confidence

42,704 - 74,802 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Calculating & balancing accountsintermediate
  • Detail-orientedintermediate
  • Organizedintermediate
  • Calm under time pressureintermediate
  • Strong sense of ownership, accuracy, and urgencyintermediate
  • Collaborativeintermediate
  • Responsiveintermediate
  • Comfortable working from shared mailboxes and structured workflowsintermediate
  • Curious and willing to learn securities operations and settlement mechanicsintermediate
  • Numerical skillsintermediate
  • Attention to detailintermediate
  • Proficiency with Excel, Outlook, Word, and SharePointintermediate
  • Clear, professional communicationintermediate
  • Ability to prioritize and manage workload under time constraintsintermediate
  • Risk and compliance mindsetintermediate
  • Intermediate Excel (pivot tables, lookups, reconciliation templates)intermediate
  • Knowledge of accounting principlesintermediate

Required Qualifications

  • Associate’s degree, or equivalent work experience (experience)
  • 1+ years’ general work experience (experience)

Preferred Qualifications

  • Comfort working with assets and account balancing – strong numerical skills and attention to detail (experience)
  • Proficiency with Excel, Outlook, Word, and SharePoint for tracking, documentation, and timing coordination (experience)
  • Clear, professional communication; ability to prioritize and manage workload under time constraints (experience)
  • Risk and compliance mindset; commitment to internal control standards and audit readiness (experience)
  • Experience in a similar back-office environment (experience)
  • Experience with trust accounting systems, depositories (e.g., DTC, Fed), and general ledger workflows (experience)
  • Intermediate Excel (e.g., pivot tables, lookups, reconciliation templates) and familiarity with operational reporting (experience)
  • Knowledge of accounting principles relevant to postings, reconciliations, and error resolution (experience)

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

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M&T Bank logo

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

M&T Bank

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

full-timePosted: Jan 27, 2026

Job Description

Overview:

Join a high performing operations team that powers our Wealth & Institutional Services Division behind the scenes. In this role, you’ll execute a high volume of securities transactions and related account activities with precision and speed – free receipts, free deliveries and internal transfers for specialized clients. This includes but is not limited to pending transactions for equities, fixed income, asset backed securities, mortgage backed securities, physical securities, corporate and municipal bonds. You’ll also collaborate closely with Front and Middle Office teams to complete the system work requests. If you thrive on numbers, precision, and collaborative problem‑solving, this position offers the chance to make a direct and meaningful impact on client outcomes.

What You’ll Do:

  • 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.

What Makes You a Great Fit:

  • You enjoy calculating & balancing accounts.

  • You’re detail‑oriented, organized, and calm under time pressure.

  • You bring a strong sense of ownership, accuracy, and urgency.

  • You’re collaborative, responsive, and comfortable working from shared mailboxes and structured workflows.

  • You’re curious and willing to learn securities operations and settlement mechanics.

Education and Experience Required:

  • Associate’s degree, or equivalent work experience

  • 1+ years’ general work experience

Education and Experience Preferred:

  • 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.

Work Model & Location:

This is a hybrid role requiring in-office presence. Eligible candidates must live within reasonable commuting distance to one of the two locations below:

  • 626 Commerce Drive, Amherst, NY 14228

  • 77 Pine Street, Burlington, VT 05401

Scheduled Shift/Required Availability:

  • Monday-Friday, 8:30am-5:00pm

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Amherst, New York, United States of America

Locations

  • Amherst, New York, United States
  • Burlington, Vermont, United States

Salary

42,704 - 71,240 USD / yearly

Estimated Salary Rangehigh confidence

42,704 - 74,802 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Calculating & balancing accountsintermediate
  • Detail-orientedintermediate
  • Organizedintermediate
  • Calm under time pressureintermediate
  • Strong sense of ownership, accuracy, and urgencyintermediate
  • Collaborativeintermediate
  • Responsiveintermediate
  • Comfortable working from shared mailboxes and structured workflowsintermediate
  • Curious and willing to learn securities operations and settlement mechanicsintermediate
  • Numerical skillsintermediate
  • Attention to detailintermediate
  • Proficiency with Excel, Outlook, Word, and SharePointintermediate
  • Clear, professional communicationintermediate
  • Ability to prioritize and manage workload under time constraintsintermediate
  • Risk and compliance mindsetintermediate
  • Intermediate Excel (pivot tables, lookups, reconciliation templates)intermediate
  • Knowledge of accounting principlesintermediate

Required Qualifications

  • Associate’s degree, or equivalent work experience (experience)
  • 1+ years’ general work experience (experience)

Preferred Qualifications

  • Comfort working with assets and account balancing – strong numerical skills and attention to detail (experience)
  • Proficiency with Excel, Outlook, Word, and SharePoint for tracking, documentation, and timing coordination (experience)
  • Clear, professional communication; ability to prioritize and manage workload under time constraints (experience)
  • Risk and compliance mindset; commitment to internal control standards and audit readiness (experience)
  • Experience in a similar back-office environment (experience)
  • Experience with trust accounting systems, depositories (e.g., DTC, Fed), and general ledger workflows (experience)
  • Intermediate Excel (e.g., pivot tables, lookups, reconciliation templates) and familiarity with operational reporting (experience)
  • Knowledge of accounting principles relevant to postings, reconciliations, and error resolution (experience)

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

Target Your Resume for "Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid" , M&T Bank

Get personalized recommendations to optimize your resume specifically for Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid" , M&T Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

R81960MTB

Answer 10 quick questions to check your fit for Entry Level Securities Operations Specialist (Trust & Investment Services) - Hybrid @ M&T Bank.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.