Shareholder Services Specialist

Calista Corporation•Bethel, AK

4d•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 specialist assists people applying for Class C or D stock and follows up on pending applications. The role updates Shareholder records, assists 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 position provides customer service and guidance on enrollment, verification, Shareholder records, forms, and the MyCalista Shareholder Portal. It handles accurate data entry, document scanning and routing, communications and mail processing, and other administrative support. The role also assists with stock transfer cases, corporate and Shareholder events, visiting staff, and notarization as needed. The position has no supervisory responsibilities.

Requirements

High school diploma or equivalent.
At least one year of administrative or customer service experience requiring a high level of accuracy.
Proven work experience using a computer and business software such as Microsoft Office Suite.
Knowledge of the Alaska Native Claims Settlement Act and ability to adhere to Alaska statutes related to Shareholder records.
Ability to maintain strict confidentiality and follow corporate policies, procedures, and safety rules.
Knowledge of Microsoft Outlook, Word, and Excel.
Administrative skills and ability to use general office equipment, including a computer, scanner, fax, phone, and copier.
Excellent interpersonal and professional customer service skills, including active listening, prompt service, and follow-up.
Strong time management and ability to work independently with minimal oversight, follow detailed processes, and work cooperatively in a team.
Effective oral and technical written communication skills, including explaining complex information clearly.
Ability to type accurately 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, manage competing demands, and use good judgment.
Ability to maintain a professional appearance and work in a Native Corporation multi-business environment.
Ability to hold a State of Alaska Notary Public Commission, or obtain one within 30 days of employment.
Ability to pass drug, credit, driving record, and background screenings.

Nice To Haves

Technical or vocational certification training in office administration.
A sound understanding of Calista Corporation and its functions.
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.
State of Alaska Notary Public Commission at time of application.
Valid state driver’s license and qualification to operate a vehicle under Calista’s Driving Policy.
Preference is given to Calista Shareholders and their descendants, spouses of Calista Shareholders, and Shareholders of other corporations created under ANCSA, in accordance with Title 43 U.S. Code 1626(g).

Responsibilities

Represent Calista Corporation positively and professionally and provide customer service to Shareholders, potential Shareholders, and other customers.
Contact Shareholders periodically by phone, text, email, and mail as directed by the supervisor.
Provide information about the Enrollment application and verification process, Shareholder records, 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 customers.
Respond to verbal and written inquiries according to department policies.
Create income verification documents for Shareholders or agencies presenting releases of information on request.
Perform accurate data entry, verify required documents before scanning, and return supporting documents to applicants after scanning.
Refer sensitive and complicated applications to the Anchorage Life Estate Lead.
Receive and route personal data updates to Shareholder Services staff as requested by current Shareholders.
Maintain an orderly Bethel office work area and ensure Shareholder Services materials and forms are available.
Retrieve and process incoming mail, as conditions permit.
Enter accurate notes in Granite for all points of contact with Shareholders.
Assist with data gathering and forms for new and pending Shareholder stock transfer cases when requested.
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 confidentiality, work safely, and perform other duties as directed.