What are the responsibilities and job description for the Transfer Agent-OPERATOR position at W3Global Inc.?
Job Description
Job Description
Job Title : Transfer Agent Operator
Location : On-Site, Richmond, VA
Classification : Exempt / Non-Exempt
Job Summary :
The Transfer Agent Operator (TA Op) is responsible for processing mutual fund transactions, performing account maintenance, and providing client support. The role involves managing daily tasks, responding to inquiries, and supporting internal teams with financial recordkeeping and reporting. The ideal candidate is detail-oriented, adaptable, and thrives in a fast-paced, team-oriented environment.
Key Responsibilities :
Process mutual fund transactions, including purchases, redemptions, and exchanges.
Provide customer service via phone and email to shareholders, brokers, and prospects.
Perform account maintenance : opening accounts, updating info, setting up statements, etc.
Assist with daily escrow account reconciliation and track commission data.
Process quarterly and annual tax reports.
Handle administrative tasks such as filing, imaging, and processing mail.
Support internal operations with reports and other assigned duties.
Qualifications :
Education : Associate's degree preferred, but not required.
Experience : 2-3 years in customer service, data entry, or related roles; call center experience is a plus. Banking / finance experience is helpful.
Skills :
Strong multi-tasking and time management abilities.
Excellent verbal and customer service skills.
Proficiency in Microsoft Office (Excel) and internet navigation.
Ability to manage confidential information.
About Client : Office in Richmond, VA, offering free parking and easy access to retail and dining options. We provide competitive benefits, including vacation / PTO, 401k with match, medical benefits, and opportunities for cross-training and industry travel.
