Transfer Agency Operations Associate

Paralel Technologies; Denver (CO); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive medical, dental, andvision

Paid parental leave

Company-paid life and disability

401(k) with employer match

Unlimited PTO and holidays

Tuition reimbursement

On-site gym and yoga

Flexible work environment

Job summary

Paralel Technologies is a FinTech firm redefining the relationship between asset managers and their back office. The Transfer Agency Operations Associate role supports daily operations, delivers exceptional service to shareholders, and analyzes data to improve processes.

The position is based in Denver, CO with onsite work required at least three days per week. The role involves handling account openings, inquiries by phone/email, cash reconciliations, and cross-team collaboration.

Qualifications

• Bachelor's degree or equivalent industry experience preferred.
• Strong attention to detail, organization, and accuracy.
• Excellent communication, interpersonal, and customer service skills.
• Ability to prioritize multiple responsibilities in a fast-paced environment.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Ability to work both independently and collaboratively.

Responsibilities

• Support daily Transfer Agency operations while helping ensure timely and accurate processing of shareholder activity.
• Process new account openings, account maintenance requests, and shareholder transactions.
• Respond to shareholder, intermediary, and client inquiries by phone and email, providing prompt and professional service.
• Reconcile incoming and outgoing cash movements and resolve related operational exceptions.
• Analyze fund, shareholder, and operational data to identify trends and support informed decision-making.
• Create, maintain, and improve operational procedures and documentation.
• Collaborate with clients, internal partners, and team members to resolve issues and enhance operational processes.
• Support team development by sharing knowledge, assisting with training, and contributing to a collaborative work environment.

Skills

Attention to detail

Organizational skills

Communication skills

Customer service

Time management

Teamwork

Education

Bachelor's degree or equivalent industry experience

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Paralel Technologies is a FinTech firm redefining the relationship between asset managers and their back office. We are the future of the back office, using next-generation technology and old school relationship-driven culture to redefine the value proposition for our clients.

Role Overview:

Paralel is seeking a Transfer Agency Operations Associate to join our Transfer Agency team. This role supports the daily operations of the transfer agency by delivering exceptional service to shareholders, intermediaries, and clients while ensuring transactions are processed accurately, efficiently, and in accordance with established procedures. The position also analyzes operational and shareholder data, supports continuous process improvements, and collaborates across teams to deliver a best-in-class client experience.

This position is based in our Denver, Colorado office. Team members are expected to work onsite at least three days per week to support collaboration, operational coverage, and training. Transfer Agency operations generally occur Monday through Friday between 6:00 a.m. and 6:00 p.m. MT. Individual work schedules will generally fall within this operating window and may vary based on business and coverage needs. Occasional weekend support may be required during special events.

Job Responsibilities:

• Support daily Transfer Agency operations while helping ensure timely and accurate processing of shareholder activity.
• Process new account openings, account maintenance requests, and shareholder transactions.
• Respond to shareholder, intermediary, and client inquiries by phone and email, providing prompt and professional service.
• Reconcile incoming and outgoing cash movements and resolve related operational exceptions.
• Analyze fund, shareholder, and operational data to identify trends and support informed decision-making.
• Create, maintain, and improve operational procedures and documentation.
• Collaborate with clients, internal partners, and team members to resolve issues and enhance operational processes.
• Support team development by sharing knowledge, assisting with training, and contributing to a collaborative work environment.

Skills and Qualifications:

• Bachelor's degree or equivalent industry experience preferred.
• Strong attention to detail, organization, and accuracy.
• Excellent communication, interpersonal, and customer service skills.
• Ability to prioritize multiple responsibilities in a fast-paced environment.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Ability to work both independently and collaboratively.

Compensation Range:

$55,000 - $65,000

Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.

Other Compensation:

Performance bonus eligible.

Our benefits reflect our commitment to investing in your health, career, and future.

• Competitive medical, dental, and vision benefits with generous employer contributions
• Paid parental leave
• Company-paid life and disability insurance
• Voluntary supplemental benefits to fit your needs
• 401(k) with employer match
• Unlimited paid time off and 10 paid holidays
• Tuition reimbursement to support professional growth
• On-site gym and yoga studio
• Flexible work environment
• A collaborative, values-driven culture focused on service, teamwork, and community

Application Deadline:

December 31, 2026

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.