iShare Inc. · 1 month ago
Transfer Agent
hartford, CT 06101
Full-time, Contract
Onsite
Mid Level
3+ years expiShare Inc. is a boutique IT consulting firm based in New Jersey, focused on delivering strategic advisory, development, and staffing services tailored to specific industry needs. They are seeking a skilled Transfer Agent to manage shareholder transactions, ensuring compliance with regulatory requirements and resolving issues related to shareholder records.
AdviceBusiness IntelligenceInformation Technology
Responsibilities
Process shareholder requests such as purchases, redemptions, exchanges, and account updates accurately and efficiently
Assist clients in completing required documentation for account transactions while ensuring compliance with regulatory requirements
Investigate and resolve discrepancies or issues related to shareholder accounts, records, and transfer agency processes
Educate clients on transfer agency procedures, policies, and regulatory standards to ensure smooth and compliant transactions
Maintain up-to-date knowledge of financial regulations, transfer agency best practices, and internal procedures
Qualification
Required
Minimum 3-6 years of experience in customer service, ideally within the global financial services industry with exposure to treasury management
Strong problem-solving and communication skills to resolve complex client issues
Working knowledge of Microsoft Office Suite, including Excel, Word, and other digital tools
Ability to handle sensitive financial information with discretion and professionalism
Company
iShare Inc.
iShare is a NJ-based boutique IT consulting firm that offers strategic advisory, development, and staffing services designed for specific verticals: Chemicals/Manufacturing (general & specialty chemical product manufacturers), Pharma & Healthcare (hospitals, clinics, labs), Software (data visualization, HR, risk management), and Professional Services (HR firms, architects, doctors) industries.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ankur Kumar Saxena
CEO
Company data provided by crunchbase