Transfer Agency Operations Associate
$52,000–$56,160 year
On-site · Edgewood, New York, United States
Job Summary
Transfer Agency Operations Associate responsible for the daily processing and review of shareholder and DTC presentations across stock transfer transactions, including routine and non-routine transfers, inheritance transfers, gift transfers, cost basis processing, DTC processing (DWAC & DRS), DRIP/DSPP plan enrollments, and new issuances of stock; work on special projects to gain efficiencies and reduce costs, partner with other departments to resolve day-to-day issues, and assist with testing requirements from system enhancement initiatives.
Required Qualifications
- 1+ years’ experience working in a corporate environment
- Bachelor’s degree or equivalent experience preferred
- 1+ years of prior Transfer Agent experience or Financial industry experience preferred
- Strong MS Excel experience
- Follow up skills
- Detail oriented and able to recognize errors
- Multitask and prioritize critical items
- Demonstrate initiative and teamwork to manage SLAs
- Exceptional writing skills with experience in drafting sympathetic responses
- Ability to think critically and interpret requests from co-workers, clients, and shareholders
- Typing skills and experience with Word, Excel, Outlook, and Internet Explorer
- Monitor daily activities and proactively intervene for accuracy and timeliness
- Time management and data entry skills
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