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M&T Bank

Full-service banking with mortgage, deposits, loans

GCM Client Administrator 1

Wealth Management & Financial AdvisoryPosted on Nov 9
Full-timeWilmington, DE, USA$22.61 - $37.67 /hrHybrid

About the Job

Requirements

  • A combined minimum of 3 years of higher education and/or work experience is required.
  • Demonstrated focus on customer service and satisfaction is required.
  • Demonstrated verbal and written communication skills are required.

Responsibilities

  • Assist with limited aspects of Global Capital Markets trust or entity administration and servicing of high-net-worth private and institutional clients, potentially serving as administrator for medium-to-large or complex clients.
  • Serve as a point of contact for clients regarding routine daily administration; maintain daily contact to address general inquiries and facilitate client requests.
  • Process related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts, and facilitating discretionary distributions and trust terminations.
  • Ensure proper administrative management for assigned accounts under supervision.
  • Support the Relationship Manager with oversight of client relationships and make appropriate recommendations regarding routine internal business activities.
  • Assist account representatives in revenue-generating activities by providing recommendations and preparing meeting documents; manage daily implementation of client strategies as required.
  • Foster relationships with assigned clients, recommend services to correct or enhance the client experience, resolve problems, and respond to client requests promptly.
  • Manage relationships with internal and external service partners, address issues requiring immediate attention promptly, and resolve other issues through normal business processes using available resources.
  • Develop and maintain applicable industry knowledge, articulate that knowledge internally and externally, and remain current on relevant industry news.
  • Demonstrate knowledge of corporate policies and procedures related to the administrative role.
  • Provide and maintain appropriate controls to minimize losses.
  • Provide effective support to team members as requested.
  • Adhere to company risk and regulatory standards, policies, and controls in accordance with the company's Risk Appetite, and identify risk-related issues requiring escalation to management.
  • Promote an environment that supports belonging and reflects the company brand.
  • Maintain internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators, as applicable.
  • Complete other related duties as assigned.

Desired Qualifications

  • A bachelor's degree focused on Finance, Business, Economics, or Accounting is preferred.
  • Working toward Certified Corporate Trust Specialist certification is preferred if the role focuses on corporate trust.
  • Demonstrated skills in pertinent software applications and ability to learn new applications are preferred.
  • Experience working in a team environment is preferred.
  • Demonstrated interpersonal skills and ability to build significant trust with clients are preferred.
  • Self-confidence is preferred.
  • Ability to work well with highly capable and successful individuals is preferred.
  • Demonstrated analytical ability is preferred.
  • Ability to develop strong working relationships with administrative support areas appropriate to the business unit is preferred.
  • Ability to contribute to positive working relationships and maintain integrity and professionalism is preferred.

About the Company

M&T Bank

Full-service banking with mortgage, deposits, loans

M&T Bank is a full-service financial institution that offers a wide range of banking solutions for individuals, small businesses, and larger enterprises. Its products include personal and business checking accounts, mortgage assistance programs, loans, deposits, investment products, and mobile banking. The bank serves mainly customers in the Northeastern and Mid-Atlantic United States and emphasizes community engagement and customer-focused service. It generates revenue from interest income, fees, and service charges tied to loans, deposits, and other financial products. The company’s recent merger with United Bank, N.A. expands its footprint and enhances its service offerings. The goal is to provide accessible financial services to communities while growing its market presence and deepening local connections.

Company size
10,001+
Company stage
IPO
Headquarters
Buffalo, NY
Founded
1993

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