Apply on Employer Site

Sealaska · 1 day ago

Shareholder Services Specialist III

Juneau, AK

Full-time

Onsite

Entry, Mid Level

2+ years exp

Sealaska is the Alaska Native regional corporation for Southeast Alaska, serving the twin goals of economic prosperity and environmental protection. The Shareholder Services Specialist III is responsible for providing clerical support and exceptional customer service for shareholder records, handling inquiries, and assisting with the enrollment process and various projects.

Environmental ConsultingGovernmentNatural Resources

Comp. & Benefits

Responsibilities

Communicate with a high volume of shareholders and others in person, email, and through mail correspondence regarding Shareholder records

Answer Shareholder Relations phones and direct inquiries to the appropriate staff member

Respond to requests for information, processing estates, and helping shareholders and families

Support Shareholder Relations Team on requests for shareholder records assistance and processing of changes of information, maintenance of shareholder records, and supporting documentation for existing shareholders and those created through the issuance of new stock. Troubleshoot regarding shareholder record issues

Receive and process estate documents and notify applicants of status

Responsible for the handling and tracking of original documents

Follow ANCSA Inheritance and State of Alaska Inheritance Law. Work with potential shareholders to complete applications by explaining the pieces needed for completion

Data entry of completed estate and share transfer information into the SIS system

Respond to applicant concerns requiring advanced levels of expertise, such as cases involving adoption or other extraordinary circumstances

Order death certificates from all states

Mail out stock certificates

Responsible for receiving, reviewing, scanning of stock will forms completed by shareholders. Also responsible for the return of the original documents to the shareholder

Notarizing of documents for Sealaska Corporation and Shareholders

Assist with shareholder outreach events and educational initiatives, including distribution of information, planning, and execution

Explain Shareholder record policies, procedures, and program rules to Shareholders

Process Shareholder verification requests from government and tribal agencies

Provide recommendations on improvements and enhancements to MySealaska, Sealaska Information System (SIS), and shareholder relations processes

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

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

Serve as the Juneau Sealaska Receptionist when needed and greet walk-ins as required

Run reports from the Shareholder Information System

Responsible for messages on the 800 toll-free lines

Maintain supply of all forms mailed to Shareholders

Reissue IRS 1099 forms

Notarizing of documents for Sealaska Corporation and Shareholders

Cross train with other departmental staff as requested

Other duties as assigned

Qualification

Customer serviceData entryAttention to detailComputer skillsProject managementProfessional communicationMulti-taskingTime managementConfidentiality

Required

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 calm, 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 the general public and maintain a professional presence in a work setting and represent the Corporation appropriately

Proficient in spelling, grammar, and proofreading

Strong attention to detail and ability to compare data for accuracy and completeness

Discretion when dealing with confidential information

Ability to learn Sealaska Corporation's procurement and travel policies and procedures, filing systems, and records retention schedules

Strong computer skills

Strong project management skills

Ability to work independently and also as a team member that can jump in and assist others when necessary

Strong professional communications skills, both oral and written while displaying cultural sensitivity and awareness

Ability to handle high volumes of telephone calls with occasional in-person visitors with tact and a calm demeanor

Ability to adapt to changes in policies and procedures

Strong computer skills

High school graduate

2-3 Years Experience as a Shareholder Services Specialist I

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

Company

Sealaska

Founded in 1972, Sealaska has been evolving from a land-management-focused company to a services-focused company with an emphasis on sustainable industries.

Founded in 1972

Juneau, Alaska, USA

201-500 employees