Shareholder Records Specialist I
The Shareholder Records Specialist I will carry out tasks related to data gathering for stock transfer cases for new and pending deceased and gifting transfer cases for Class A and B shares using a Shareholder management software system; and will be a point of contact for inquiries related to stock transfer cases.
- Upon receipt of request for gifting from Shareholders, initiate the stock gifting process.
- 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 Disbursements Coordinators and Shareholder Records Technician 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.
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.
- Knowledge and ability to accurately complete stock transfers.
- 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 applications.
- Ability to adapt to changes in tasks in the work environment; manage competing demands and change approach to best fit each situation. Must be able to deal with frequent delays and unexpected tasks as assigned.
- Ability to participate actively in team meetings.
- Ability to work in a detail oriented, proactive, and collaborative team environment, and ask for and offer help when needed.
- Ability to exercise sound judgment and make appropriate decisions.
- Ability to maintain a professional appearance.
- Ability to work in a Native Corporation multi-business environment. Must be willing to take on-going educational courses to stay technically current.
- Willingness to work a flexible schedule during peak periods.
- Associates degree in Business Administration or related field, or technical or vocational certification in office administration. Equivalent related work experience may be substituted for educational requirement.
- Two or more years of administrative or customer service experience requiring high levels of accuracy.
- Proven work experience requiring the use of a computer and business software such as Microsoft Office Suite.
- A sound understanding of Calista Corporation and Calista’s functions.
- A sound understanding of or willingness to learn about and respect the Calista region, our communities, entities, culture, and especially Calista Shareholders and their descendants.
- Familiarity with Calista values strongly preferred.
- Fluency in Yupik and English languages preferred.
- Ability to pass a drug, credit, and background screening.
The Shareholder Services team has a customer service driven, fast-paced and multi-tasking environment. Although the standard work week is scheduled at 40 hours, overtime hours may be required to meet objectives and deadlines.
The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Preference will be given to Calista shareholders and their descendants and to spouses of Calista shareholders, and to shareholders of other corporations created pursuant to the Alaska Native Claims Settlement Act, in accordance with Title 43 U.S. Code 1626(g).
Additionally, it is our policy to select, place, train and promote the most qualified individuals based upon relevant factors such as work quality, attitude and experience, so as to provide equal employment opportunity for all employees in compliance with applicable local, state and federal laws and without regard to non-work related factors such as race, color, religion/creed, sex, national origin, age, disability, marital status, veteran status, pregnancy, sexual orientation, gender identity, citizenship, genetic information, or other protected status. When applicable, our policy of non-discrimination applies to all terms and conditions of employment, including but not limited to, recruiting, hiring, training, transfer, promotion, placement, layoff, compensation, termination, reduction in force and benefits.
It is Calista and Subsidiaries' business philosophy and practice to provide reasonable accommodations, according to applicable state and federal laws, to all qualified individuals with physical or mental disabilities.
The statements contained in this job description are intended to describe the general content and requirements for performance of this job. It is not intended to be an exhaustive list of all job duties, responsibilities, and requirements.
This job description is not an employment agreement or contract. Management has the exclusive right to alter the scope of work within the framework of this job description at any time without prior notice.