Transfer Agent

TITLE: Transfer Agent
LOCATION: Milwaukee, Wisconsin (on-site 5 days a week)
ANTICIPATED DURATION: 6 months with the possibility to extend or convert to a full-time employee

Responsibilities:

• Monitor and evaluate the quality of work against timeliness, accuracy, and productivity standards.
• Document quality issues, performance measures, and quality improvements for management review.
• Provide information to assist in employee training and feedback.
• Ensure proper application of and compliance with internal and regulatory standards, guidelines, and procedures.
• Analyze complex cases requiring high-level analysis and expertise.
• Verify the accuracy and completeness of shareholder transactions, including new account setups and maintenance.
• Review shareholder correspondence for content, clarity, grammar, and typographical errors.
• Communicate transaction or reference discrepancies to appropriate parties.
• Resolve quality control issues and maintain standards for volume and accuracy.
• Participate in continuous improvement, risk-based thinking, and employee engagement initiatives.

Requirements:

• Undergraduate degree in business or related field, or equivalent work experience required.
• Good knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail.

Preferred Experience:

• One to two years of experience in quality analysis and measurement activities or in Mutual Fund operations.
• Good knowledge of productivity and accuracy standards of Mutual Fund operations.
• Proficient in computer skills, especially in Microsoft Office applications.
• Ability to perform multiple tasks in a dynamic work environment with minimal supervision.

The hourly pay rate range for this position is $20.00 to $23.90 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits.

Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.

For immediate consideration, please forward your resume to dreeves@Synergishr.com.

If you require assistance or an accommodation in the application or employment process, please contact us at dreeves@Synergishr.com.

Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at www.synergishr.com.