Stock Transfer Agent - Customer Service - Finance and Stocks

Stock Transfer Specialist (Finance) Position Description

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 supporting our public and private company clients and their shareholders. The position is a full-time position (6-8 hours per day, 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 companies and their shareholders
• Process stock issuances and transfers daily
• Daily mail processing
• Filing documents in the office and other office administrative tasks including mailings
• Answer phones and provide customer support

• Excellent and intuitive computer skills
• Excellent communication skills, written, phone, and some client-facing
• A proven track record of providing exceptional customer service with prompt responses to client inquiries
• Able to efficiently complete and manage multiple tasks without supervision
• Reliable team player with the ability to work after hours when required
• Quick learner, problem solver, detail-oriented
• Track record of completing assignments on time with accuracy
• Securities firm experience is a plus
• Customer service experience (2-3+ years) preferred