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Shareholder Servicing Agent

Company

Robert Half Finance & Accounting

Location

Richmond, VA

Posted

June 14, 2026

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...

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