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⏰ Full-time

Shareholder Servicing Agent

Robert Half Finance & Accounting
Location 📍 Richmond, United States
Posted 📅 June 13, 2026
Work Type ⏰ Full-time

Position Overview

Description We are looking for a detail-oriented Shareholder Servicing Agent to support transfer agency operations in Richmond, Virginia. This position is well suited to someone with a foundation in accounting support and administrative processing who can manage financial records accurately and respond to shareholder-related requests with professionalism. The role requires strong organization, careful data handling, and the ability to work efficiently across transaction processing and account maintenance activities.

Responsibilities:
• Process shareholder transactions and account updates with a high level of accuracy while maintaining complete and organized records.
• Review incoming financial and service documents, enter key details into internal systems, and verify information before finalizing transactions.
• Support daily accounting-related tasks by assisting with payment tracking, receivable activity, and invoice documentation as needed.
• Respond to sharehold...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Richmond, United States