Position Overview
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:
β’ Process shareholder transactions and account updates with a high level of accuracy while maintaining complete and organized records.
β’ Review incoming financial and service documents, enter key details into internal systems, and verify information before finalizing transactions.
β’ Support daily accounting-related tasks by assisting with payment tracking, receivable activity, and invoice documentation as needed.
β’ Respond to sharehold...