verview:

Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key.   

What You'll Do:

• Process Transfers & Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system.             

• Ensure Accuracy & Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards.     

• Collaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies.            

• Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.             

• Manage Workflow & Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress. 

• Customer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally.     

• Continuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency.

What a Day Typically Looks Like:

Start by reviewing your workflow queue for pending transfers requests, prioritize based on payment dates or SLAs, and conduct initial document reviews. If documentation is incomplete, initiate follow-up. When capacity allows, assist with cross-training tasks or projects assigned. Expect occasional problem-solving, such as verifying original signatures or authenticating bond documents.

Education and Experience Required:

• Associate's degree, or equivalent work experience

• 2+ years' relevant work experience

What We're Looking For:

• Operational Expertise: Background in operations or high-volume processing (mortgage or similar experience works as well).         

• Detail-Oriented & Analytical: Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills.

• Adaptable & Organized: Comfortable shifting priorities quickly to meet SLAs and deadlines.

• Strong Communication: Ability to work with internal partners and respond professionally to client inquiries.

• Tech-Savvy: Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.

• Financial Services Knowledge: Helpful, but not required - training provided.  

Work Location & Work Model:

• Eligible candidates must live within reasonable commuting distance to 1100 North Market Street, Wilmington, DE 19801

• This is a hybrid role requiring four days per week in the office

Scheduled Shift/Required Availability:

• Monday-Friday, 8:00am-5:00pm

Why Join Us?

You'll be part of a collaborative team that values accuracy, efficiency, and client service. We offer comprehensive training, opportunities for cross-functional learning, and a chance to grow within a dynamic financial services environment.

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