Transfer Agent
Full Time • HArtford
Initial contract period of 6 months to be extended based on performance -
Position Overview: We are seeking a skilled and experienced Transfer Agent with 3-6 years of relevant experience to process and manage shareholder transactions. The ideal candidate will demonstrate exceptional attention to detail and a thorough understanding of financial services, focusing on accurate and efficient handling of purchases, redemptions, exchanges, and account updates. This position will require a strong ability to assist clients with regulatory compliance and resolve issues related to shareholder records and transactions.
Key Responsibilities:
- Process shareholder requests such as purchases, redemptions, exchanges, and account updates accurately and efficiently.
- Assist clients in completing required documentation for account transactions while ensuring compliance with regulatory requirements.
- Investigate and resolve discrepancies or issues related to shareholder accounts, records, and transfer agency processes.
- Educate clients on transfer agency procedures, policies, and regulatory standards to ensure smooth and compliant transactions.
- Maintain up-to-date knowledge of financial regulations, transfer agency best practices, and internal procedures.
Qualifications:
- Minimum 3-6 years of experience in customer service, ideally within the global financial services industry with exposure to treasury management.
- Strong problem-solving and communication skills to resolve complex client issues.
- Working knowledge of Microsoft Office Suite, including Excel, Word, and other digital tools.
- Ability to handle sensitive financial information with discretion and professionalism.
About
In the perfect storm of technology forces shaping the business world, the question is not whether companies need to adapt to stay competitive but which tech partner to trust for long-term business improvement and transformation needs.
That’s why iShare was founded: to be that credible IT partner that cuts through the buzzword clutter to deliver real value by real people. And that starts with doing the basics right.
Who We Are
Based in New Jersey, iShare is a boutique IT consulting firm with strategic advisory, development, and staffing services designed for specific industry verticals. iShare was founded to fill a real market need – with so much noise about cloud, big data, and information security, companies today are adopting software product after product and losing sight of which they need and why, while what they really need is credible consulting that takes the time to understand their company’s unique scenario and requirement, and then architect a solution accordingly.
Recognizing this gap, senior industry executives put their credibility on the line to form iShare and ensure they create a fulfilling experience with lasting value for all stakeholders – customers, employees and partners. iShare leadership team has 20+ years average IT experience and is well-rounded in technology, operations, account and customer management. Our experience spans C-Suite positions with Fortune 100 firms as well as mid-tier firms. Our background includes stints at multibillion-dollar ITO / BPO firms as well as startups.
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