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Shareholder Servicing Agent
Job
Robert Half
Richmond, VA (In Person)
Full-Time
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Job 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:
- Process shareholder transactions and account updates with a high level of accuracy while maintaining complete and organized records.
- Review incoming financial and service documents, enter key details into internal systems, and verify information before finalizing transactions.
- Support daily accounting-related tasks by assisting with payment tracking, receivable activity, and invoice documentation as needed.
- Respond to shareholder and internal inquiries in a timely manner, providing clear information and escalating issues when appropriate.
- Reconcile account information by comparing transaction data, identifying discrepancies, and helping resolve outstanding items.
- Maintain current client and shareholder records by updating account details, ownership changes, and related documentation.
- Assist with operational workflows tied to department procedures, including data validation and processing adjustments when required.
- Contribute to service quality by following compliance standards, meeting processing deadlines, and supporting accurate reporting.