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Affluent Market Program Office Analyst

Company: M&T Bank
Location: Buffalo
Posted on: November 25, 2022

Job Description:

Overview:This position will be responsible for providing support to the Program Management Office across several disciplines related to financial services oversight and reporting. - -

Primary Responsibilities:

  • Work with Sales Management, Financial Advisors and LPL to facilitate appropriate Rep changes corresponding to assigned clients
  • Monitor, approve and reconcile all Company-supplied iOS devices (and accessory requests as well as texting privileges), jabber accounts, email surveillance accounts and generic email boxes for LPL Registered Representatives of M&T Bank.
  • Complete weekly monitoring of all groups and annual reviews to ensure additions and deletions of retention are in accordance with firm and regulatory requirements.
  • Complete various activities related to employee life, accident & health pre-licensing, life continuing education, carrier appointments, and license renewals
  • Communicate with licensed personnel, management, and outside educational vendors to facilitate timely license renewals for individual employees -
  • Facilitate non-resident Insurance licenses for M&T Bank
  • Initiate, review and approve requests to accommodate licensing and registration expenditures on behalf of the Firm.
  • Complete other administrative functions as directed to include ordering of direct vendor supplies and regulatory signage.
  • Hold and maintain the position of NYS Proctor Monitor for the Bank which provides for supervising and monitoring employees during Insurance Licensing; Continuing Education exams; and if applicable, their Long-Term Care qualifications are met
  • Administratively maintain the business communication distribution lists
  • Complete all discovery searches on email communications from archived emails to enable the business to provide email correspondence to LPL
  • Drive continuous improvement of existing processes, develop new processes or enhance existing processes where required, procedural documentation. Identify resources that can be utilized to support business operations or improve existing business processes. Provide input and recommendations to management.
  • Participate in the planning and implementation of new projects, programs, and plans to achieve short and long term business objectives.
  • Participate in the planning, testing, and implementation of new projects, systems, products and regulatory changes impacting the team.
  • Develop and produce departmental reports and spreadsheets requiring advanced reporting skills
  • Perform non-routine analysis and judgment-based work over a single or closely related disciplines to support business decisions.
  • Perform non-routine data review, research, and/or reconciliation
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • 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.


    Education and Experience Required:Bachelors and a minimum of 2 years related business line experience,OR in lieu of a degree,A combined minimum of 6 years higher education and/or work experience, including 2 years of related business line experience

    Education and Experience Preferred:
    • Proficiency with personal computers as well as pertinent word processing and spreadsheet software and department-specific systems
    • Strong knowledge in insurance regulations
    • Life, Accident & Health Insurance License
    • Detail-orientedLocationBuffalo, New York, United States of America

Keywords: M&T Bank, Buffalo , Affluent Market Program Office Analyst, Administration, Clerical , Buffalo, New York

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