• Shareholder Relations Associate I

    Posted Date 7 days ago(5/15/2018 2:46 PM)
    Street
    One Sealaska Plaza, Suite 400
    City
    Juneau
    State
    AK
    Job ID
    2018-2081
  • Overview

    The Shareholder Relations Associate I is responsible for organizing and providing all aspects of day-to-day clerical support with an emphasis on customer service for shareholder records.  This position coordinates and insures friendly and responsive service to all telephonic and walk-in shareholder requests or inquiries, as well as assisting the Shareholder Relations Manager and Shareholder Relations Associate II with various projects and tasks.  At the direction of the Shareholder Relations Manager, may be asked to assist with enrollment duties if necessary.

    Responsibilities

    • Serve as the primary contact for all communications coming to the department via telephone, mail, email, fax, or walk-in and route appropriately.
    • Communicate with a high volume of shareholders and others in person, email, and through mail correspondence regarding Shareholder records.
    • Ability to field a broad range of questions from shareholders and provide accurate written and verbal responses.
    • Explain Shareholder record policies, procedures, and program rules to Shareholders.
    • Responsible for the distribution of incoming mail, including locating, and attaching incoming correspondence in existing files and routing to appropriate staff.
    • Process Shareholder verification requests from government and tribal agencies.
    • 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.
    • Responsible for entry of data in SIS upon receipt of returned distribution checks, IRS 1099 forms, proxy statements, etc.
    • Handle ID card preparation and distribution.
    • Process age of majority situations.
    • Responsible for preparation and packing materials for Shareholder meetings.
    • Maintain all Shareholder records and departmental files; responsible for all file storage and retrieval.
    • Mail sympathy cards to family members of recently deceased Shareholders.
    • Prepare purchase orders and purchase requests.
    • Provide Receptionist desk back-up on a regularly scheduled basis.
    • Order promotional items for Shareholder meetings.
    • Order death certificates from all states.
    • Learn all aspects of the Shareholder Relations Associate II position to cover in their absence.
    • Run reports from the Shareholder Information System.
    • Responsible for messages on the 800 toll-free line.
    • Mail out stock certificates.
    • Maintain supply of all forms mailed to Shareholders.
    • Reissue IRS 1099 forms.
    • Notarizing of documents for Sealaska Corporation and Shareholders.
    • Enter information in the Shareholder Information System (SIS) and updates addresses, direct deposits, and gifting.
    • Cross train with other departmental staff as requested.
    • Other duties as assigned by the Shareholder Relations Manager.

    Qualifications

    • Good attendance and high degrees of reliability.
    • Excellent time management skills, punctual and reliable in getting things done in a timely manner.
    • Ability to work in a fast-paced environment.
    • Excellent customer service skills.
    • Ability to multi-task with frequent interruptions without getting flustered.  Must be able to remain clam, organized, and accurate.
    • Must be a self-starter, work under tight deadlines, and work within existing lines of authority.
    • Ability to organize and carry out word processing production and records maintenance.
    • Ability to interact diplomatically with company shareholders, co-workers, officers, board members, and general public.
    • Proficient in spelling, grammar, and proofreading.
    • Strong attention to detail and ability to compare data for accuracy and completeness.
    • Ability to learn Sealaska Corporation’s procurement and travel policies and procedures, filing systems, and records retention schedules.
    • Familiarity with the use and operation of general office and computer equipment, word processing software such as Microsoft Word and Excel, multi-line telephones, and electronic mailing equipment.
    • Ability to work independently and also as a team member that can jump in an assist others when necessary.

    Minimum Qualifications

    • High school graduate and familiarity with 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.

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