Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under responsibility.
Primary Responsibilities:- Oversee client relationships, making appropriate recommendations for routine internal business activities.
- Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies.
- Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to correct and/or enhance the client experience. Resolve problems and respond to client requests in a timely manner.
- Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.
- Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally. Remain current on industry news applicable to the line of business.
- Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role.
- Provide and maintain appropriate levels of controls to minimize losses.
- Provide effective support of team members.
- 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 belonging 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.
The position may provide guidance to less experienced personnel or other staff.
Education and Experience Required:Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact
Strong focus on customer service and satisfaction
Strong verbal and written communication skills
Education and Experience Preferred:Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
Strong skills in pertinent software applications, with ability to learn new applications
Experience working in a team environment
Strong interpersonal skills with ability to build significant level of trust with clients
Self-confident
Proven ability to work well with highly capable and successful individuals
Strong analytical ability
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
Experience contributing to positive working relationships and maintaining integrity and professionalism
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Costa Mesa, California, United States of AmericaSkills Required
- Combined minimum of 4 years higher education and/or work experience, including a minimum of 1 year relevant client-facing experience
- Strong focus on customer service and satisfaction
- Strong verbal and written communication skills
- Ability to serve as primary point of contact and manage client relationships
- Knowledge of company risk, regulatory standards, policies and internal controls
- Bachelor's degree focused on Finance, Business, Economics or Accounting
- CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
- Strong skills in pertinent software applications and ability to learn new applications
- Experience working in a team environment and strong interpersonal skills
- Strong analytical ability and demonstrated professionalism
M&T Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.
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Retirement Support — Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
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Leave & Time Off Breadth — Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
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Wellbeing & Lifestyle Benefits — Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.
M&T Bank Insights
What We Do
M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.
