Transfer Agent Operations Associate

DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns. No other platform provides an end-to-end solution like ours—and our track record speaks for itself, with over $2B raised across 1,000+ campaigns. We power the largest online capital raises for customers like EnergyX ($88M), Green Bay Packers ($65M), Miso Robotics ($72M+), Monogram Orthopaedics (Nasdaq:MGRM) and many others, with 3 IPOs in the past year alone. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the global capital market. Who You Are You are an early-career operations professional who takes pride in getting the details right and keeping complex processes moving without dropping the ball. You thrive in structured environments where accuracy matters and where every entry in a system reflects a real investor's stake in a company. You are comfortable learning new platforms quickly, following established workflows, and asking the right questions when something falls outside the norm. You want to grow inside a fintech that moves fast and plays a meaningful role in how companies raise capital. What You Will Do Process: Execute share issuances across Reg CF, Reg A+, and Reg D offerings using established templates, and maintain accurate shareholder registries through each transfer. Reconcile: Support cap table reconciliation by comparing issuance data against customer records and surfacing discrepancies before they become problems. Manage: Handle routine investor and issuer email correspondence, including status updates and standard inquiries, with accuracy and a professional tone. Support: Assist with client and investor onboarding by collecting required documentation, setting up accounts, and entering data into relevant systems. Maintain: Own your portion of the Master Control Log and related operational records so the team always has a reliable source of truth. Escalate: Follow established escalation paths when transactions, inquiries, or reconciliation exceptions fall outside standard workflows. Apply: Use AI tools to draft templated communications, summarize discrepancy reports, and flag data inconsistencies for supervisor review. Learn: Collaborate with senior team members to build your understanding of platform workflows and the regulatory context behind the transfer agent function. What Skills You Need This role demands someone who combines careful, methodical execution with clear written communication and a willingness to build fluency on new platforms. You do not need to know everything on day one, but you do need to bring a proven habit of getting the details right and keeping your work organized. 1+ years: Attention to detail in data entry and reconciliation 1+ years: Written business communication Comfort with structured digital workflows and operational platforms 1+ years: Microsoft Excel or Google Sheets for data comparison tasks Organizational skills for documentation and record-keeping You proactively use AI tools to improve your own workflows, not just when asked, and you can apply them to tasks like drafting, summarizing, and flagging inconsistencies with minimal guidance. Bonus points if you have: Familiarity with cap table concepts or equity administration Exposure to Reg CF, Reg A+, or Reg D offering structures Experience with a transfer agent, brokerage, or financial operations environment Founded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform.As a tech startup, we are well-capitalized, firmly established in our market, and ready to scale. Here’s why you should want to join us: Competitive compensation with the opportunity to earn equity—get into a growth company on the ground floor A diverse & distributed team of doers, innovators, and experts Shared employee benefit plan (medical, vision, & dental) We love AI and have tools to support you build innovative solutions Annual learning support And more! We use automated and artificial intelligence-based tools (“Automated Employment Decision Tools”) to assist in screening, assessing, or evaluating candidates. These tools may assess job-related qualifications such as skills, experience, and work history. AI-assisted tools support our recruitment team and do not replace human judgment; all final hiring decisions are made by human reviewers. Applicants may request information about the use of these tools or request an alternative selection process by contacting us at [email protected]. For more information about how personal information is collected and used, please see our Privacy Notice. Equal Employment Opportunity DealMaker does not discriminate in hiring or terms and conditions of employment because of an individual’s race, ancestry, colour, place of origin, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, family status or marital status, or any other protected category recognized by provincial or federal laws. Please inform us if you require any accommodation, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please share in your application.