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Secretary III - Portfolio Services

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POST DATE 8/23/2016
END DATE 1/28/2017

M & T Bank Buffalo, NY

M & T Bank
Buffalo, NY
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
Bachelors Degree



Lafayette Court - 465 Main Street, Buffalo, NY

Responsible for performing high-level administrative/project oriented assignments for departmental executives, relieving management of day-to-day operations and ensuring smooth functioning within the Portfolio Services Department. The positions requires exceptional word-processing skills to facilitate preparation of financial reports and other regulatory filings. May supervise or coordinate day-to-day activities of clerical/secretarial staff.

Provides a wide variety of administrative and staff support requiring high-level analytical and organizational skills to departmental executives.

Administers programs, projects, and assignments specific to department.

Prepares correspondence, reports, and data tables of an advanced nature.

Composes memos and other types of correspondence for departmental executives.

Performs project-oriented assignments for department to include researching data, compiling information, and prepare formal results and recommendations.

Receives and screens visitors and phone calls, resolve issues as appropriate or relay messages / notify manager.

Prepares and maintains budget for department. Compile data into submission format for executive, monitor budget and report variances to executive.

Coordinates the preparation and maintenance of records, statistics, and reports pertaining to department operations, issues, etc.

Prepares and arranges business presentations, management letters, and other communications ensuring materials are prepared in a timely and professional manner.

Schedules appointments and maintain calendar for managers.

Coordinates all travel arrangements and prepare business itineraries.

Serves as liaison between senior management and Bank personnel, responds to questions and/or issues on organizational and departmental matters.

Handles a wide variety of situations and conflicts involving the day-to-day activities and operations of the department.

May supervise or coordinate the workload for clerical/secretarial staff, planning and organizing daily workflow, as well as performance appraisals input, hiring and termination.

Incumbent works under general supervision. Incumbent is responsible for performing high-level administrative/project assignments, relieving senior management of many of the day-to-day operations and ensuring smooth functioning of department. Contacts are generally both internal and external.

Bachelor's degree or equivalent in work experience.

Minimum of four years progressive secretarial experience.

Minimum of two years demonstrated work leadership experience.

Excellent word processing skills.

Highly skilled with current standard word processing, spreadsheet, presentation, and database software and programs.

Demonstrated administrative/project ability.

Proven ability to use independent judgment, discretion and maintain confidentiality on Bank matters.

Must be detail oriented.

Demonstrated ability to communicate effectively and professionally with all levels of personnel.

Ideal Qualifications Preferred:

Knowledge of Bank's organization, policies and procedures.

At M&T, we strive to be the best place our employees ever work, the
best bank our customers ever do business with and the best investment
our shareholders ever make. So when looking to advance your career,
look to M&T. As a top 20 US bank holding company and one of the best
performing regional banks in the country, we offer a wide range of
performance based career development opportunities for talented
professionals. And through our longstanding tradition of careful,
conservative and consistent management and a strong commitment to the
communities we serve, we continue to grow with a focus on the future.


M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.