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Senior Transfer Agency Lead – Funds & Compliance

Job in Bartlesville, Washington County, Oklahoma, 74005, USA
Listing for: Apex Group
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A global financial services firm located in Bartlesville, Oklahoma, seeks an experienced Transfer Agent to lead a small team and serve as a contact point for fund investors. The ideal candidate will have over 3 years of experience in Transfer Agency, a solid understanding of AML/KYC compliance, and excellent communication skills. The role includes managing documentation, investor inquiries, and ensuring adherence to organizational policies.

Strong attention to detail and client handling are crucial for success in this position.
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Position Requirements
10+ Years work experience
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