Cap Table Management: maintain accurate shareholder records and filings.
Transaction Processing: execute transfers, issuances, and actions.
Customer Support: assist startups and investors through milestones.
Compliance & Reporting: ensure regulatory adherence and audit readiness.
Operational Improvements: identify automation and workflow enhancements.
Input to product roadmap: collaborate with product/engineering to shape features.

🎯 Requirements

Experience: 2+ years in transfer agent role or capital markets.
Technical: Excel/Sheets; Metabase; basic SQL.
Attention to Detail: data accuracy and validation.
Communication: clear stakeholder interaction.
Regulatory Knowledge: familiarity with SEC/FINRA rules.
Adaptability: thrive in dynamic, growing environment.
Teachability: willingness to learn and adapt.

🎁 Benefits

100% Medical/Dental/Vision - pick your own plan
Generous Equity package
Unlimited PTO and sick days
100% Remote
401K program
Flexible hours

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