Shareholder Servicing Agent Job at Robert Half (Richmond)

Manager of Investor Services

We are looking for an experienced Manager of Investor Services to join our team ...

Location

United States , Glendale

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 5 years of experience in investor services, shareholder services, or a related finance/accounting role
At least 3 years of management experience showcasing leadership capabilities
Proficiency with Microsoft Office tools, particularly Excel, Word, and PowerPoint
Strong communication skills, both written and verbal, with the ability to engage effectively with diverse stakeholders
Proven ability to manage multiple projects simultaneously and prioritize tasks under tight deadlines
High level of motivation, organization, and capability to work both independently and collaboratively
Demonstrated ability to navigate complex tasks and provide solutions with a strong work ethic
Flexibility and interpersonal skills to interact effectively with individuals at all levels, including executives and external partners

Job Responsibility

Supervise the Investor Services team, ensuring effective execution of stakeholder initiatives and communications
Manage and coordinate company news releases, ensuring timely distribution to internal and external parties
Collaborate with finance, accounting, and legal teams to oversee quarterly distributions, security issuance, and redemptions
Serve as the primary point of contact for retail shareholders, addressing inquiries related to company filings, tax documentation, ownership transfers, and Forms 1099
Administer limited partnership activities, including distribution processing, tax statement preparation, consent solicitation, and tender offers
Assist in the preparation of Annual Reports, Proxy Statements, and organization of Annual Shareholder meetings
Maintain relationships with external entities such as the New York Stock Exchange, transfer agents, financial printers, and news release providers
Oversee administrative tasks for the Investor Services team, including contract management, invoice processing, and website updates
Support the executive team and Board of Trustees by executing special projects and preparing detailed reports
Drive operational excellence within the Investor Services team, ensuring adherence to deadlines and high-quality deliverables

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Director, Corporate & Securities Counsel

PlusAI is a Physical AI company pioneering AI-based virtual driver software for ...

Location

United States , Santa Clara

Salary:

235000.00 - 265000.00 USD / Year

PlusAI

Expiration Date

Until further notice

Requirements

JD from an accredited law school
6–10+ years of experience in public company securities law
Large law firm (Am Law 100) and/or senior in-house public company experience
Deep familiarity with Exchange Act reporting and disclosure controls
Experience reviewing investor and marketing materials
Strong judgment, attention to detail, and ability to independently own complex workstreams
Must have an active, good-standing license with the State Bar of California

Job Responsibility

Own and manage public company securities compliance, including Forms 10-K, 10-Q, 8-K, and Section 16 filings
Lead earnings-related disclosures and coordinate investor communications with investor relations
Review and advise on investor-facing and marketing materials, including investor presentations, press releases, and website disclosures
Serve as the primary in-house point of contact for outside securities counsel
Manage disclosure calendars, SEC comment tracking, and filing timelines
Partner closely with finance, accounting, investor relations, and communications teams on disclosure matters
Support board and committee governance matters, including preparation of materials and minutes
Monitor and implement evolving SEC rules, guidance, and best practices
Support transaction-related securities matters, including SPAC lifecycle events
Coordinate sanctions screening and OFAC-related checks, in partnership with finance and outside counsel, in connection with investors, transactions, and other counterparties

What we offer

Work, learn and grow in a highly future-oriented, innovative and dynamic field
Wide range of opportunities for personal and professional development
Catered free lunch, unlimited snacks and beverages
Highly competitive salary and benefits package, including 401(k) plan

Fulltime

Senior Fund Accountant

This is fund accounting and administration at its finest. Where we pair end-to-e...

Location

Ireland , Cork

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Several years of experience in Private Equity, Real Estate or Debt Fund Administration, including NAV calculation, Transfer Agent and investor servicing, tax compliance, etc.
Experience of UK FRS and IFRS accounting standards
Strong academic background, qualified Accountant (ACCA/CIMA/ACA) preferred
Good communication skills, organised and flexible
You possess team spirit with the ability to work independently using your own initiative when appropriate
Ambitious with a high level of energy and commitment
Ability to work under pressure and meet a range of deadlines
High level of IT literacy with strong Excel and Word skills

Job Responsibility

Responsible for a portfolio of clients and will work as part of a team to achieve and meet their needs
Important link between management and junior staff, responsible for the quality of the work carried out for the client
Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process
Overseeing the preparation and collation of Know Your Customer and Client Due Diligence files
Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers
Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities
Preparing the funds’ periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports
Coordinate and arranging investor servicing, including investor on-boarding, capital calls, distributions as well as issuance of shareholder statements
Organising and participating in board meetings and shareholders' meetings
Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Manufacturing Safety Lead

The Safety Lead directs the development, implementation, and evaluation of safet...

Location

United States , Feura Bush

Salary:

Not provided

Owens Corning

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
Degree in any field related to EH&S, such as industrial hygiene, engineering, science or equivalent is preferred
Hands-on safety leadership experience in a manufacturing environment
At least 3 years’ safety leadership experience required
Manufacturing experience is highly desired
Strong working knowledge of health and safety regulations and industrial hygiene protocols
Ability to identify critical processes and system needs and then implement appropriately prioritized action plans
Ability to establish agreement and consensus with management
Ability to effectively engage primary employees
Ability to promote a team environment and must be able to initiate, lead and drive cross-functional team projects to successful completion

Job Responsibility

Direct the development, implementation, and evaluation of safety systems, programs, and procedures
Spend significant time on the plant floor, engaging and coaching employees, front-line leaders, maintenance, and contractors
Provide information and guidance for activities relating to the site-wide safety objectives
Ensure that site goals align with relevant business unit and corporate safety goals
Hold both the team and individuals accountable for injury/illness prevention, regulatory compliance and asset protection
Assess the level of controls in the assigned site and develop both a strategic vision and a prioritized tactical plan
Develop skills and grow capabilities in the assigned facility
Coach, mentor, and re-direct personnel in the plant
Coach, mentor, and guide plant leadership from a safety perspective
Develop and implement training programs

Fulltime

Executive Specialist

Wells Fargo is seeking an Executive Specialist who will provide a high level of ...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

Requirements

2+ years of Executive Administration experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Participate in less complex administrative duties to one or more members of more experienced management and contribute to the overall effectiveness of team
Identify opportunities for improving or implementing processes and tools within executive business management functional group
Assist with compilation of research, budget, and statistical data for financial planning initiative
Establish and implement office procedures and controls, handle most sensitive customer issues and confidential correspondence
Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with shareholders, regulatory agents, media, and internal and external customers

Fulltime

New

Store Associate

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Endicott

Salary:

16.00 - 23.00 USD / Hour

CVS Health

Expiration Date

August 11, 2026

Requirements

At least 16 years of age
Remaining upright on the feet, particularly for sustained periods of time
Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details

Job Responsibility

Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
Supporting opening and closing store activities, when needed
Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health

What we offer

dental
vision
wellness resources
employee discounts
access to certain voluntary benefits
other programs

Parttime

New

Project Manager, R&D

This is where your work makes a difference. At Baxter, we believe every person—r...

Location

United States , Palm Beach Gardens

Salary:

120000.00 - 165000.00 USD / Year

Baxter

Expiration Date

Until further notice

Requirements

Bachelor's in Engineering (preferred) with 8+ years experience, or Master's with 5+ years
3+ years leading cross‑functional projects, ideally in software or regulated medical devices
Strong command of SDLC, Quality Systems, and Agile project management
Experience managing full product lifecycles — discovery through launch and sustaining
Familiarity with FDA regulatory pathways (e.g., 510(k), combination products)
Proven ability to drive execution, manage scope, and proactively mitigate risks
Excellent communication and presentation skills across technical and leadership audiences
A self‑starter who thrives in fast‑moving environments and challenges assumptions to drive decisions

Job Responsibility

Provide business and technical leadership for one or more software-focused R&D projects within Connected Care
Lead teams in defining project strategies, establishing goals, and ensuring project scope is clearly defined and controlled
Oversee the end‑to‑end lifecycle of a software medical device product from discovery through requirements, development, verification, launch, and sustaining
Engage regularly with all levels of management to ensure clear communication across teams and collaborators
Guarantee identification and communication of project risks
develop mitigation plans and guide teams in proactive risk management
Foresee potential conflict scenarios and drive resolutions that support mutually beneficial outcomes
Drive continuous improvement initiatives across the software development lifecycle (SDLC)
Collaborate with other program managers to ensure successful launch of new products, including first‑time 510(k) submissions
Hold teams accountable for execution, schedule adherence, and delivery of project commitments

What we offer

Medical and dental coverage that start on day one
Insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount
401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching
Flexible Spending Accounts
Educational assistance programs
Time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave
Commuting benefits
Employee Discount Program
Employee Assistance Program (EAP)

Fulltime

New

Project Manager, R&D

As a Project Manager, R&D at Baxter Healthcare Corporation, you will lead innova...

Location

United States , Batesville

Salary:

Not provided

Baxter

Expiration Date

Until further notice

Requirements

A Bachelor’s degree or equivalent experience is required
10+ years of prior product lifecycle experience, including 5 years of project management experience with proven success directing multi-site projects in the medical products industry
An R&D Engineering background is beneficial, though candidates with a non-technical background, including Software/Computer Science, may also be considered
Strong leadership and communication skills, with the ability to communicate effectively at all levels, manage challenging conversations, and perform under pressure
Certification in Project Management methodologies, such as PMP or Scaled Agile Framework (SAFe)
Outstanding organizational and technical project management skills are essential, including leading a team from concept through execution, identifying scope, schedule, budget, and leading the team to success

Job Responsibility

Accountable for core team performance, project schedule and execution, budget commitments, and spend
Lead the team in defining project strategies, developing goals, and ensuring project scope is strictly defined and controlled
Continuously interact with all functions and levels of management to ensure effective ongoing communications across teams and collaborators
Ensure identification and communication of project risks, formulate risk plans, and direct the core team in the proactive management of risk response strategies
Anticipate potential conflict situations for proactive solutions and manage conflict situations to reach mutually beneficial results
Direct the core team to recognize and carry out continuous progress initiatives

What we offer

Support for Parents
Continuing Education/ Professional Development
Employee Heath & Well-Being Benefits
Paid Time Off
2 Days a Year to Volunteer
medical and dental coverage that start on day one
insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
Employee Stock Purchase Plan (ESPP)
401(k) Retirement Savings Plan (RSP)
Flexible Spending Accounts

Fulltime

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Shareholder Servicing Agent

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