Shareholder Records Specialist I

Calista Corporation•Anchorage, AK

16d

About The Position

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.

Requirements

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 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.
Ability to pass a drug, credit, and background screening.

Nice To Haves

Familiarity with Calista values strongly preferred.
Fluency in Yup’ik/Cup’ik and English languages preferred.

Responsibilities

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.