Job Description
Description We are looking for a detail-oriented Shareholder Servicing Agent to support transfer agency operations in Richmond, Virginia. This position is well suited to someone with a foundation in accounting support and administrative processing who can manage financial records accurately and respond to shareholder-related requests with professionalism. The role requires strong organization, careful data handling, and the ability to work efficiently across transaction processing and account maintenance activities.
Responsibilities:
• Process shareholder transactions and account updates with a high level of accuracy while maintaining complete and organized records.
• Review incoming financial and service documents, enter key details into internal systems, and verify information before finalizing transactions.
• Support daily accounting-related tasks by assisting with payment tracking, receivable activity, and invoice documentation as needed.
• Respond to sharehold...
Responsibilities:
• Process shareholder transactions and account updates with a high level of accuracy while maintaining complete and organized records.
• Review incoming financial and service documents, enter key details into internal systems, and verify information before finalizing transactions.
• Support daily accounting-related tasks by assisting with payment tracking, receivable activity, and invoice documentation as needed.
• Respond to sharehold...