Shareholder Distributions Coordinator

## Shareholder Distributions Coordinator Apply locations:
Anchorage, AKtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
JR109109

Calista Corporation Regular
** JOB SUMMARY
** The Shareholder Distributions Coordinator will compile, update, and maintain confidential individual Shareholder payment records to ensure current and accurate information.  The coordinator will respond to Shareholder inquiries regarding payments and carry out Shareholder record updates and payment processing activities using a shareholder records management system. Tasks include data entry and verification of direct deposit authorizations, removal of confirmed closed or inaccurate shareholder banking information, input and tracking of payment stops, holds and releases for payment reissues, redistribution of payments to heirs of deceased Shareholders whose estates are owed payments, and reconciliation of Shareholder distributions.
** ESSENTIAL FUNCTIONS
*** Maintain awareness of Calista’s cyber- and information-security standards and protocols related to protection of Personally Identifiable Information and the transmission, storage and retention of data.
* Enter and update direct deposit authorizations and updates.
* Remove confirmed closed or frozen shareholder bank accounts or inaccurate bank information.
* Evaluate bank reconciliation files, payment holds and releases and payment reissue, redistributions, and direct deposits.
* Research and calculate payments for living Shareholders and identify those payments to be voided, stopped, or reissued.
* Research and calculate payments owed to deceased Shareholders and identify those that must be voided or stopped then redistributed to rightful heirs.
* Identify payees who serve as fiduciaries for minors or guardians/conservators for payment reissues or redistributions for Shareholders, confirm payments for minors are not issued to Wards of the State of Alaska or a Tribal organization.
* Confirm that payment reissue recipients do not have child support orders or IRS levies.
* Follow internal processes to identify the status of minor shareholders as State Wards.
* Prepare reissue and redistribution authorizations for approval by the Vice President of Corporate Affairs and authorized by the Shareholder Services Manager.
* Create open payments in the Shareholder database for reissues or redistribution of authorized payments to heirs.
* Respond to Shareholder and rightful heir inquiries relating to Shareholder records, payments, both verbal and in written form.
* Provide back-up support to the Shareholder Records Clerk I by receiving and routing incoming mail, emails and faxes, entering data and maintaining confidential electronic and paper Shareholder record files.
* Assist with administrative duties such as preparing notices to Shareholders, photocopying, faxing and collating as requested.
* Travel to rural Alaska as needed up to four times a year for a week at a time.
* Work in a constant state of alertness and in a safe manner.
* Perform other duties as assigned.
** SUPERVISORY RESPONSIBILITIES
** This position has no supervisory responsibilities.
** KNOWLEDGE, SKILLS, & ABILITIES
*** Knowledge of Alaska Native Claims Settlement Act (ANCSA) and ability to adhere to Alaska statutes related to inheritance, stock management and Shareholder records.
* Ability to maintain confidentiality of Shareholder and company information.
* Ability to adhere to corporate policies and procedure including employee handbooks and safety rules.
* Basic administrative skills and ability to perform related tasks and use general office equipment such as computer, scanner, fax, phone, copier, etc.
* Ability to perform basic mathematical computations including adding, subtracting, multiplying, and dividing using whole numbers, common fractions, and decimals; detect unobvious facts and issues and exercise resourcefulness in resolving problems.
* Excellent interpersonal skills to work effectively and cooperatively with others.
* Exceptional time management skills with ability to work independently with minimal oversight.
* Strong professional customer service skills, including active listening, prompt service and…