Hybrid Entry Level Securities Operations Specialist – Trust & Investment Services

Posted 6 days ago

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About the role

  • Entry Level Securities Operations Specialist executing a high volume of securities transactions for specialized clients at M&T Bank. Collaborating closely with Front and Middle Office teams for efficient 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.

Requirements

  • 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.

Benefits

  • Health insurance
  • Retirement plans
  • Paid volunteer time
  • Competitive benefits

Job title

Entry Level Securities Operations Specialist – Trust & Investment Services

Job type

Experience level

Entry level

Salary

$21 - $34 per hour

Degree requirement

Associate's Degree

Location requirements

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