Transfer Agency Operations Associate — Flexible, Bonus Eligible

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. 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.