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Transfer Agent Operations Specialist

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full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $55,250 - $65,000 per year

About the role

  • Manage the lifecycle of share exchanges and ensure all key duties are performed timely and accurately within our internal operations portal.
  • Act as a "process architect" by partnering with the team to build out new policies, procedures, and checklists from the ground up.
  • Proactively identify opportunities to streamline workflows, reduce friction, and increase overall department efficiency.
  • Work directly with clients and internal partners to troubleshoot and resolve issues as they arise, ensuring a high standard of service.
  • Maintain strict compliance with all internal policies, industry regulations, and TA Operations standards.
  • Assist with cross-training tasks or strategic projects as capacity allows to support the firm’s growth.

Requirements

  • 2–5 years of operational experience at a bank, transfer agent, corporate trust, or custodian.
  • A strong understanding of the regulatory landscape surrounding share movements and investor records.
  • Proven ability to navigate internal operations portals and a high degree of comfort with financial technology.
  • A meticulous eye for detail and a "zero-error" mindset in high-stakes environments.
  • Strong troubleshooting skills and the ability to partner with others to resolve complex discrepancies.
  • An ownership mentality with a focus on process improvement and operational efficiency.
Benefits
  • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
  • Company HSA, FSA, Dependent Care, 401k, and commuter benefits
  • Employer-funded life and disability insurance coverage
  • 11 Observed Holidays & PTO plan
  • Up to 12 weeks paid family leave
  • Continuing education reimbursement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
operational experienceregulatory understandingfinancial technology navigationprocess improvementworkflow streamlining
Soft Skills
troubleshootingattention to detailzero-error mindsetownership mentalitycollaboration