Shareholder Administrator (Entry Level - KYC, Investor Services, Transfer Agency)

Shareholder Administrator (Entry Level - KYC, Investor Services, Transfer Agency)

• Hybrid

About the Role:

At Bolder Group, we take pride in our dynamic and forward-thinking approach, committed to delivering exceptional business support that enhances client satisfaction. Our mission is to streamline operations and elevate service delivery to address the diverse needs of our clients. We are currently in search of a meticulous and proactive Shareholder Administrator to join our team—someone ready to contribute to our continued success and uphold our high standards of service excellence.

Key Responsibilities:

Receive and place new transactions received from investors (subscriptions, redemptions, switches, and transfers) in the transfer agency system, according to procedures in place.

Process capital calls and distributions, including communication with investors, cash tracking, and follow-ups.

Over...