Transfer Agent Operations SpecialistFramework Ventures • New York, New York, United States
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Transfer Agent Operations Specialist
Framework Ventures
- New York, New York, United States
- New York, New York, United States
Über
About the Role We are looking for a Transfer Agent Operations Specialist to join our team as a vital contributor to our daily financial operations. In this Associate‑level position, you will be responsible for the precision and integrity of investor records and share movements. This role is designed for an operational professional who is not only skilled at executing complex tasks but is also eager to help build and refine the very processes they use every day. You will play a key part in scaling our operations and ensuring operational resilience while maintaining a “zero‑error” environment.
What You’ll Do
Manage the lifecycle of share exchanges and ensure all key duties are performed timely and accurately within our internal operations portal.
Act as a “process architect” by partnering with the team to build out new policies, procedures, and checklists from the ground up.
Proactively identify opportunities to streamline workflows, reduce friction, and increase overall department efficiency.
Work directly with clients and internal partners to troubleshoot and resolve issues as they arise, ensuring a high standard of service.
Maintain strict compliance with all internal policies, industry regulations, and TA Operations standards.
Assist with cross‑training tasks or strategic projects as capacity allows to support the firm’s growth.
What We Look For
2–5 years of operational experience at a bank, transfer agent, corporate trust, or custodian.
A strong understanding of the regulatory landscape surrounding share movements and investor records.
Proven ability to navigate internal operations portals and a high degree of comfort with financial technology.
A meticulous eye for detail and a “zero‑error” mindset in high‑stakes environments.
Strong troubleshooting skills and the ability to partner with others to resolve complex discrepancies.
An ownership mentality with a focus on process improvement and operational efficiency.
Compensation Range Compensation Range: $55,250 – $65,000/yr. 25% annual bonus target, paid quarterly. Company equity in the form of RSUs.
Benefits
Comprehensive health, vision, and dental insurance with 100% employer‑paid premiums for employees and their dependents on select plans.
Company HSA, FSA, Dependent Care, 401k, and commuter benefits.
Employer‑funded life and disability insurance coverage.
11 observed holidays & PTO plan.
Up to 12 weeks paid family leave.
Continuing education reimbursement.
Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
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Sprachkenntnisse
- English
Hinweis für Nutzer
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