Serve as a key liaison between Regional Managers, Financial Advisors, and internal partners—proactively addressing questions, prioritizing requests, and facilitating communication across teams.

Provide comprehensive administrative support across multiple leaders, including complex calendar management, meeting coordination, and prioritization of competing demands.

Prepare and coordinate materials for client meetings, regional reviews, and leadership presentations (e.g., agendas, presentations, and follow-up notes).

Support regional initiatives and projects by tracking deliverables, coordinating meetings, and ensuring timely execution of key priorities.

Manage travel arrangements and logistics for Regional Managers, including itineraries and expense reporting.

Prepare and process expense reports, invoices, and other financial documentation; maintain accurate records.

Draft and manage professional correspondence on behalf of leadership, including communications to advisors and internal stakeholders.

Coordinate team meetings, offsites, and engagement activities across the region.

Maintain a strong understanding of Wealth Advisory operations to anticipate needs and improve efficiency.

Adhere to applicable compliance and operational risk controls in accordance with Company and regulatory standards.

Promote an environment that supports belonging and reflects the M&T Bank brand.

Complete other related duties as assigned.