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Senior Wealth Administrator - Middle Office in Harrisburg, PA at M&T Bank

Date Posted: 11/17/2018

Job Snapshot

Job Description


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.


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.

Nature & Scope:

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.

Required Qualifications:

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



Preferred Qualifications:

Advanced degree (JD Juris Doctor)

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.