Shareholder Records Specialist

Shareholder Records Specialist I page is loaded## Shareholder Records Specialist Ilocations:
Anchorage, AKtime type:
Full time posted on:
Posted Yesterday job requisition :
JR108322

Calista Corporation Regular
** JOB SUMMARY
** The Shareholder Records Specialist I tasks will include maintenance of contact information for shareholders using Calista Corporation’s Shareholder management software system and data gathering from families of deceased Class A and B shareholders; start the gifting process of Class A and B shares.  Serve as point of contact for record updates, assistance with deceased stock transfer data gathering and gifting of stock inquiries.
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* 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.
* Provide customer service to walk-ins, respond to individuals who contact Shareholder Services by email, telephone, fax and mail.
* Update shareholder contact information after confirming identities.
* Respond to agencies requesting proof of enrollment.
* Upon receipt of request for gifting from Shareholders, initiate the stock gifting process after it is determined that the gifting will meet criteria set by ANCSA and its amendments.
* Engage in follow-up activities related to stock transfers such as requesting and confirming receipt of required information.
* Respond to Shareholder, rightful heir, and giftee inquiries relating to stock transfer cases, both verbally and in writing.
* Coordinate with other Shareholder Services staff to generate and ensure accurate and timely notifications of authorized stock transfers.
* Engage in activities that will lead to dissemination of information to all Calista Shareholders.
* Provide back-up support to Distribution Coordinators and Shareholder Records Clerk by receiving and routing incoming correspondence; enter data and documents in Shareholder management software system and maintaining confidential electronic and paper Shareholder record files.
* Work closely with Shareholder Records Specialist II for gathering data for stock transfers.
* 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 supervisor responsibilities.
** KNOWLEDGE, SKILLS, & ABILITIES:
*** Ability and willingness to provide outstanding customer service.
* 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 addition, subtraction, multiplication, and division using whole numbers, common fractions, and decimals.
* Ability to 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 follow-up.
* Effective oral and technical written communication skills to effectively and clearly communicate and present complex information to others.
* Basic knowledge of Microsoft business software applications presently used by the Company, and ability to learn new applications.
* Ability to type accurately at least 45 WPM and use keyboards and 10-key by touch.
* Ability to work quickly with high levels of accuracy while entering data into computer software…