What are the responsibilities and job description for the Transfer Agency Operations Associate position at Paralel Technologies?
Company Overview
Paralel is a FinTech administrator and distributor for registered investment products, including ETFs, closed end funds and mutual funds. The firm offers full-service fund administration, fund accounting, transfer agency and distribution services from its Denver, Colorado headquarters.
What You’ll Do :
We are looking for a motivated TA Operations Associate to join the Paralel Team. The right candidate will be able to assist with shareholder and intermediary requests. Assist clients by completing analysis of fund, investor data, and more. We’re an innovative, growing company with an exciting future – that means you’ll be empowered from day one to help us build our future and shape your career and role. In addition, our small but experienced leadership team is here to ensure you have the knowledge and tools for success. Come be a part of our growing, energetic, team-based culture, where we’re focused on our values of service; to ourselves, to others, and to our community.
Job Responsibilities :
May include and are not limited to)
Participate in and lead aspects or Transfer Agency operations.
Interact with clients and shareholders and on a daily basis.
Perform new account establishment and transactional processing.
Documentation creation and review.
Answer calls and resolve shareholder and client requests.
Send, receive and reconcile incoming and outgoing money movements.
Use technology to analyze and present data in meaningful formats to various partners.
Interact and collaborate with peers, management and internal stake holders.
Skills and Qualifications :
- Excellent attention to detail and accuracy and strong multi-tasking skills
- Computer experience (Word, Excel, Microsoft Outlook)
- Interpersonal and customer service skills
- Ability to work in a team environment and on individual projects.
- Bachelor’s Degree or related industry experience is helpful but not required.
Compensation Range :
The actual salary offer to the successful candidate will be based on job-related education, training, industry experience, certifications and other factors.
Other Compensation :
Performance bonus eligible
What We Offer :
A comprehensive benefits package, including :
Tuition Reimbursement for continued education
On-site gym and yoga studio
Work life flexibility
Paralel Technologies LLC is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Salary : $55,000 - $65,000