Customer Service and Administrative Specialist

Customer Service and Administrative Specialist at Colonial Stock Transfer

We are a stock transfer agent and financial service provider for public and private companies. We are looking to fill a position for a stock transfer specialist. This position will mainly involve answering phones, processing of stock transfers, mailings, and administrative. The position is full time Monday through Friday, 9:00 AM – 5:00 PM. This is a dynamic business and fun atmosphere with endless amounts to learn.

• Provide customer service to shareholders
• Process stock transfers on a daily basis
• Daily mail processing
• Filing documents in the office and other office administrative tasks including mailings.

• Responsible and able to complete and follow through on tasks quickly and accurately without supervision
• Excellent communication skills, written, phone and some client facing
• Must have proven track record at providing exceptional customer service with prompt responses to client inquiries
• Reliable team player with ability to work after hours when required
• Quick learner
• Problem solver, detail oriented - able to take the head of a complex project when needed
• Securities firm experience is a plus.
• Customer service experience (2-3+ years) preferred

Are you authorized to work in the United States?