Shareholder Services Specialist III

Description

• Prepare purchase orders and purchase requests.
• Answer Shareholder Relations phones and direct inquiries to the appropriate staff member.
• Run reports from the Shareholder Information System.
• Process Shareholder verification requests from government and tribal agencies.
• Mail sympathy cards to family members of recently deceased Shareholders.
• Order death certificates from all states.
• Responsible for receiving, reviewing, scanning of stock will forms completed by shareholders. Also responsible for the return of the original documents to the shareholder.
• Responsible for messages on the 800 toll-free lines.
• Respond to requests for information, processing estates, and helping shareholders and families.
• Responsible for the handling and tracking of original documents.
• Provide recommendations on improvements and enhancements to MySealaska, Sealaska Information System (SIS), and shareholder relations processes.
• Reissue IRS 1099 forms.
• Follow ANCSA Inheritance and State of Alaska Inheritance Law. Work with potential shareholders to complete applications by explaining the pieces needed for completion.
• Responsible for entry of data in SIS upon receipt of returned distribution checks, IRS 1099 forms, proxy statements, etc.
• Respond to applicant concerns requiring advanced levels of expertise, such as cases involving adoption or other extraordinary circumstances.
• Communicate with a high volume of shareholders and others in person, email, and through mail correspondence regarding Shareholder records.
• Cross train with other departmental staff as requested.
• Explain Shareholder record policies, procedures, and program rules to Shareholders.
• Assist with shareholder outreach events and educational initiatives, including distribution of information, planning, and execution.
• Responsible for preparation and packing materials for Shareholder meetings.
• Enter data from Shareholder direct deposit form into the Shareholder Information System (SIS). Provide Shareholders information on entering their own direct deposit information on MySealaska.
• Maintain all Shareholder records and departmental files, responsible for all file storage and retrieval.
• Serve as the Juneau Sealaska Receptionist when needed and greet walk-ins as required.
• Mail out stock certificates.
• Notarizing of documents for Sealaska Corporation and Shareholders.
• Receive and process estate documents and notify applicants of status.
• Data entry of completed estate and share transfer information into the SIS system.
• Maintain supply of all forms mailed to Shareholders.
• Support Shareholder Relations Team on requests for shareholder records assistance and processing of changes of information, maintenance of shareholder records, and supporting documentation for existing shareholders and those created through the issuance of new stock. Troubleshoot regarding shareholder record issues.
• Some lifting of files, opening cabinets.

Requirements

• Strong professional communications skills, both oral and written while displaying cultural sensitivity and awareness.
• Ability to organize and carry out word processing production and records maintenance.
• Excellent customer service skills.
• Ability to handle high volumes of telephone calls with occasional in-person visitors with tact and a calm demeanor.
• While performing the duties of this job, the employee is required to walk, use hands to finger, handle objects, tools, or controls; reach with hands and arms; balance; stoop; bending or crouching; talk or hear. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Ability to work in a fast-paced environment.
• Excellent time management skills, punctual and reliable in getting things done in a timely manner.
• Ability to work independently and also as a team member that can jump in an assist others when necessary.
• High school graduate.
• Ability to adapt to changes in policies and procedures.
• Strong attention to detail and ability to compare data for accuracy and completeness.
• Strong project management skills.
• 2-3 Years Experience as a Shareholder Services Specialist I.
• Discretion when dealing with confidential information.
• Strong computer skills.
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Proficient in spelling, grammar, and proofreading.
• Must be a self-starter, work under tight deadlines, and work within existing lines of authority.
• Ability to multi-task with frequent interruptions without getting flustered. Must be able to remain clam, organized, and accurate.
• Advanced clerical experience performing work which requires knowledge and understanding of a program’s rules and regulations in order to apply applicable criteria, take appropriate actions, and explains requirements to other both verbally and in writing.
• Ability to interact diplomatically with company shareholders, co-workers, officers, board members, and the general public and maintain a professional presence in a work setting and represent the Corporation appropriately.
• Ability to learn Sealaska Corporation’s procurement and travel policies and procedures, filing systems, and records retention schedules.
• Good attendance and high degrees of reliability.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance