Wilmington Trust

Wilmington Trust

Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid

Wilmington, DE

Sponsorship not specified$25k-$41kDetected 29 days ago
ExcelCommunicationProblem SolvingAdaptability

About the role

  • Join our Shared Services team as a Transfer Agent Operations Specialist.
  • In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments.
  • You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key.

Responsibilities

  • Process Transfers & Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system.
  • Collaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies.
  • Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers
  • Manage Workflow & Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress.
  • Start by reviewing your workflow queue for pending transfers requests, prioritize based on payment dates or SLAs, and conduct initial document reviews.
  • Expect occasional problem-solving, such as verifying original signatures or authenticating bond documents.
  • Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.
  • Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.

Requirements

  • Operational Expertise: Background in operations or high-volume processing (mortgage or similar experience works as well).
  • Financial Services Knowledge: Helpful, but not required - training provided.
  • Scheduled Shift/Required Availability:
  • Associate's degree, or equivalent work experience
  • 2+ years' relevant work experience

Skills

  • Skilled in reviewing complex documents and spotting discrepancies.
  • Strong problem-solving, organizational, and interpersonal skills.
  • Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.

Compensation

  • The pay range for this position is $24.87 - $41.45 Hourly (USD).

Benefits

  • Education and Experience Required:

Company info

  • What We're Looking For:
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This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.