Overview:

The role provides high-level administrative, analytical, and project support to the Head of Wealth & Planning and Trust Services  and plays a key role in supporting senior leaders.

The position works independently under general supervision. This position interacts with internal partners, external custodians, external advisors, and clients.

Key Responsibilities

Executive & Administrative Support

• Provide direct administrative support to the Head of Wealth & Planning and Trust Services, including complex calendar management, travel coordination, and expense management.
• Support senior leadership through preparation of materials, meeting coordination, and follow-up actions.
• Interact regularly with the Wealth Leadership Team and internal partners across Wealth Management.

Research, Analysis & Family Office Support

• Conduct research and identify relevant articles, industry trends, and data; summarize findings for leadership review.
• Assist with Family Office analyst responsibilities, including data analysis, reporting, and ad hoc analytical support.
• Support the overall delivery and enhancement of the virtual family office platform and related systems.

Projects & Process Improvement

• Provide support on departmental initiatives, strategic projects, and continuous process improvement efforts.
• Assist in developing presentations and materials for leadership using PowerPoint and related tools.
• Leverage AI tools (e.g., Co-Piolet) to enhance research, analysis, and productivity where appropriate.

Risk, Compliance & Controls

• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in alignment with the Company’s Risk Appetite.
• Identify and escalate risk-related issues to management as appropriate.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points and addressing issues raised by regulators.

Culture & Collaboration

• Promote an inclusive environment that supports diversity and reflects the M&T Bank brand.
• Collaborate effectively with internal partners and thrive in a team-oriented environment.

Scope of Responsibilities

• Works independently under general supervision.
• Regularly interacts with internal partners and senior leadership across Wealth Management.

Education and Experience Requirements

• Bachelor’s degree required; or, in lieu of a degree, a combined minimum of four (4) years of higher education and/or relevant work experience.
• Proficiency with MS Office Suite, including advanced PowerPoint skills.
• Proficiency using AI tools (e.g., ChatGPT).
• Strong verbal and written communication skills.
• Demonstrated analytical, problem-solving, and critical thinking abilities with strong attention to detail.
• Strong interpersonal skills with proven success in collaborative team environments.