Job Details

Shareholder Records Specialist II

The Shareholder Records Specialist II will carry out stock transfer activities for new and pending living, deceased and gifting transfer cases for Class A and B shares using a shareholder management software system; and will be a point of contact for inquiries related to stock transfer cases.

Essential Functions:

• Enter and update shareholder and custodian, guardian and conservator information in database; verify accuracy and ensure proper documentation has been provided.
• Enter and update entity information in a shareholder records management system to achieve accurate and timely stock transfers, identify voting status, and establish reissued certificate numbers and document name changes or corrections.
• Upon notice of a death, mark Class A and Class B Shareholders deceased and begin data gathering for stock transfer cases.
• Pursue documentation of death for cases requiring non-routine methods.
• Follow internal processes to identify the status of minor shareholders as State Wards.
• Engage in follow up activities related to stock transfers such as proofreading and confirming receipt of all required information.
• Initiate stock transfer activities and once complete, prepare stock transfer authorizations for review and approval by the Shareholder Records Assistant Manager before submitting requests for review and approval by the Legal department and Vice President of Corporate Affairs.
• Run balance system reports prior to and after stock transfers to ensure accuracy of stock management records.
• Coordinate with Shareholder Services staff to ensure accurate and timely notifications of authorized stock transfers to affected parties including inheritors and affected village corporations.
• Respond to Shareholder, rightful heir and giftee inquiries relating to stock transfer cases, both verbally and in writing.
• Engage in activities that will lead to dissemination of information to all Calista Shareholders.
• Assist with or engage in activities related to conducting annual meetings of client village corporations until such practice is no longer a function of Calista Corporation.
• Travel to rural Alaska as needed up to four times a year for a week at a time.

Knowledge, Skills, & Abilities:

• 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 adding, subtracting, multiplying and dividing using whole numbers, common fractions and decimals; 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. 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 the 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.

Qualifications:

• Associate degree in business administration or related field; or technical or vocational certification in office administration; or equivalent related experience.
• Three 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.
• Familiarity with Calista values strongly preferred.
• Fluency in Yupik and English languages preferred.
• Ability to pass a drug, credit and background screening.

Working Conditions: The Shareholder Services team has a customer service driven, fast-paced and multi-tasking environment. Although the standard work week is scheduled at 40 hours, overtime hours may be required to meet objectives and deadlines.

Preference Statement: Preference will be given to Calista shareholders and their descendants and to spouses of Calista shareholders, and to shareholders of other corporations created pursuant to the Alaska Native Claims Settlement Act, in accordance with Title 43 U.S. Code 1626(g).

EEO Statement: Additionally, it is our policy to select, place, train and promote the most qualified individuals based upon relevant factors such as work quality, attitude and experience, so as to provide equal employment opportunity for all employees in compliance with applicable local, state and federal laws and without regard to non-work related factors such as race, color, religion/creed, sex, national origin, age, disability, marital status, veteran status, pregnancy, sexual orientation, gender identity, citizenship, genetic information, or other protected status. When applicable, our policy of non-discrimination applies to all terms and conditions of employment, including but not limited to, recruiting, hiring, training, transfer, promotion, placement, layoff, compensation, termination, reduction in force and benefits. Reasonable Accommodation: It is Calista and Subsidiaries' business philosophy and practice to provide reasonable accommodations, according to applicable state and federal laws, to all qualified individuals with physical or mental disabilities.