Shareholder Services Specialist

Calista Corporation•Bethel, AK

2d•Onsite

About The Position

The Shareholder Services Specialist is the first point of contact for Calista Corporation Shareholders, Descendants, and Missed Enrollee customers in the Bethel office. The role assists applicants seeking Class C or D stock, follows up on incomplete applications, updates Shareholder records, supports Shareholders with stock wills and stock management and distribution forms, and forwards documents to the Corporate Shareholder Services team for retention or secure disposal under the leadership of the Bethel SS Lead. The Specialist provides professional customer service and information about enrollment, verification, Shareholder records, and related forms. The position uses the Enrollment Module, Granite Shareholder Records Management System, and MyCalista Shareholder Portal; handles inquiries and correspondence; prepares income verification documents; performs accurate data entry and document intake; and maintains confidentiality. The role also supports stock transfer cases, corporate and Shareholder events, visiting staff, and other duties as directed. The position requires a high school diploma or equivalent and at least one year of administrative or customer service experience involving accuracy. Technical or vocational office administration training is preferred. A State of Alaska Notary Public Commission is required or must be obtained within 30 days of employment. Fluency in Yup’ik or Cup’ik and English, a valid driver’s license, and familiarity with Calista values are preferred. The work is primarily in a professional office setting with a generally quiet noise level.

Requirements

High school diploma or equivalent.
One or more years of administrative or customer service experience requiring high levels of accuracy.
Proven work experience using a computer and business software such as Microsoft Office Suite.
A sound understanding of Calista Corporation and its functions.
Ability to pass drug, credit, driving record, and background screening.
Knowledge of ANCSA and ability to adhere to Alaska statutes related to Shareholder records.
Ability to maintain strict confidentiality and follow corporate policies, procedures, employee handbooks, and safety rules.
Knowledge of Microsoft Office applications, including Outlook, Word, and Excel.
Administrative skills and ability to use general office equipment, including a computer, scanner, fax, phone, and copier.
Excellent interpersonal and customer service skills, including active listening, prompt service, and follow-up.
Strong time management skills and ability to work independently with minimal oversight.
Ability to follow detailed instructions and processes.
Effective oral and technical written communication skills, including the ability to clearly communicate complex information.
Ability to type at least 45 WPM and use keyboards and 10-key by touch.
Ability to enter data quickly and accurately, adapt to changing tasks and delays, and manage competing demands.
Ability to work in a team, ask for and offer help, use good judgment, and make appropriate decisions.
Ability to maintain a professional appearance and work in a Native Corporation multi-business environment.
State of Alaska Notary Public Commission, or ability to obtain one within 30 days of employment.

Nice To Haves

Technical or vocational certification training in office administration.
Sound understanding of, or willingness to learn about and respect, the Calista region, communities, entities, culture, Shareholders, and descendants.
Familiarity with Calista values.
Fluency in Yup’ik or Cup’ik and English.
Valid state driver’s license and qualification to operate a vehicle under Calista’s Driving Policy.

Responsibilities

Represent Calista Corporation positively and professionally and provide outstanding service to Shareholders, potential Shareholders, and internal and external customers.
Contact Shareholders by phone, text, email, and mail as directed by the supervisor.
Explain enrollment applications, verification processes, Shareholder record functions, FAQs, and Shareholder forms.
Use the Enrollment Module database with input permissions, the Granite Shareholder Records Management System, and the MyCalista Shareholder Portal to assist users.
Respond to verbal and written inquiries according to department policies.
Create income verification documents for Shareholders or agencies presenting releases of information.
Perform accurate data entry, verify required documents before scanning, and return supporting documents to applicants after scanning.
Refer sensitive or complicated applications to the Anchorage Life Estate Lead.
Receive and route personal data updates to Shareholder Services staff.
Maintain an orderly Bethel office work area and ensure Shareholder Services materials and forms are available.
Retrieve post office mail and intake and process incoming mail, subject to weather and other factors.
Enter accurate notes in Granite for all points of contact with Shareholders.
Assist with gathering data and completing forms and documentation for new and pending Shareholder stock transfer cases.
Assist with planning and participate in corporate and Shareholder events.
Assist visiting Anchorage staff as directed, including airport pickups and supply runs.
Notarize legal verification documents as needed.
Maintain strict confidentiality of Shareholder and company information and work safely and attentively.
Perform other duties as directed.