Affluent Market Sales Assistant

At M&T Bank, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers. Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000 employees. We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences. We support our employees every step of the way. Competitive compensation Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO 401(k) match at 5% with options for Roth and discretionary employer contributions A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts We need you. Are you ready to join us? Apply today to start the journey. If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Overview: Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. Primary Responsibilities: Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing. Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. Assist in gathering or preparing sales materials in preparation for sales meetings. Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch and/or region. Coordinate travel arrangements, sales meetings, training activities and events and customer seminars. Assist in reviewing and processing paperwork sent to the home office. May assist in processing trades on appropriate system following appointments. Maintain regular sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity.) Support the audit and compliance process and associated activities. Support the sales force by facilitating the ordering and processing of business cards, name plates and computer access. 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. Scope of Responsibilities: This position works under direct supervision. This position requires interaction with internal and external contacts to obtain pertinent information. Education and Experience Required: Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience Education and Experience Preferred: Minimum of 1 years’ sales and/or sales administration experience FINRA Series 99 license Location Falls Church, Virginia, United States of America