Sobre esta vaga de Wealth Planning Analyst na M&T Bank

M&T Bank · Presencial · New York, NY

Overview:

Supports Wealth Planning team with advanced wealth planning analyses for asset protections and sustainability and tailored to clients and prospects.

Primary Responsibilities:

Compile wealth planning information from clients, including tax forms, account statements and personal information; determine other required information that is needed.
Work closely with Planning team to develop clear and concise presentations that effectively communicate complex solutions.
Provide research support and quantitative analyses on technical matters related to wealth planning topics or client concerns.
Maintain semi-direct client contact under guidance of more experienced personnel.
Maintain an understanding of the general ramifications of current Federal tax law and review wealth planning reports for errors and talking points based on this knowledge.
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.

Scope of Responsibilities:

Education and Experience Required:

Bachelor's degree and a minimum of 1 years’ work experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience

Excellent verbal and written communication skills

Strong interpersonal skills

Strong proficiency with pertinent spreadsheet, word processing and presentation software

Experience rapidly learning new software applications

Strong research skills

Strong analytical skills

Education and Experience Preferred:

Minimum of 1 year’s relevant work experience

Expert level proficiency with pertinent spreadsheet software modeling

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $36.48 - $60.80 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

New York, New York, United States of America

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Sobre a M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve . M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities an