Shareholder Records Specialist

Doyon, Limited; Fairbanks (AK); Hybrid; USD 40,000 - 54,000; Full time

Benefits offered by this job

PTO

Paid Holidays

Medical Insurance

Dental & Vision

FSAs & HSAs

Life Insurance

Disability Insurance

401(k) Match

Profit Sharing

EAP

Tuition Assistance

Job summary

Doyon, Limited seeks a Shareholder Records Clerk to maintain accurate records for shareholders, manage estates and ensure timely distribution of dividends and notices. The role involves working closely with families, processing stock transfers and updates in the records system.

The position is on-site in Fairbanks, AK, with responsibilities spanning enrollment, gifting, and responding to court orders. Strong administrative background and knowledge of ANCSA topics are preferred.

Qualifications

• High School Diploma or equivalent required.
• 3 years administrative experience in shareholder records.
• May substitute secondary education on a year-for-year basis.
• Six months experience with Alaska Native Claims Settlement Act and 1991 Amendments; or inheritance laws and procedures.
• Strong computer skills including Microsoft Office and data-based programs.

Responsibilities

• Act as primary contact with deceased’s family.
• Determine heirs to stock of deceased shareholders.
• Determine heirs to stock; transfers stock to heirs; update database records.
• Assist shareholders in updating stock wills and answer general questions regarding stocks.
• Ensure that minor shareholders have the proper custodian listed in records.
• Monitor and process custodian changes.
• Respond to court orders for child support and take appropriate action in records database.
• Assist applicants with completing forms and obtaining enrollment documents.
• Enter data in shareholder software program; verify documents; create files; provide follow up.
• Provide shareholders with instructions and forms for gifting of stock.
• Determine validity of stock; issue new certificates; create new shareholder profiles.
• Assist with distributions and annual meeting projects.
• Query, analyze, report and present information on shareholders statistics as necessary.
• Notarize documents upon request.
• Perform other functions of Shareholder Records department including processing address changes, corrections to date of birth and social security numbers, check requests, stop payments, dividend forgery, name changes, check hold codes, blood quantum corrections, etc.
• Some travel required
• Other duties as assigned

Skills

Administrative skills

Attention to Detail

Communication skills

Conflict Resolution

Dependability

Independence

Networking

Problem Solving

Research Skills

Time Management

Willingness to Learn

Education

High School Diploma or equivalent

Two years of college preferred

Tools

Microsoft Office

Job description

Doyon, Limited seeks a Shareholder Records Clerk to maintain accurate records for shareholders, manage estates and ensure timely distribution of dividends and notices. The role involves working closely with families, processing stock transfers and updates in the records system.

The position is on-site in Fairbanks, AK, with responsibilities spanning enrollment, gifting, and responding to court orders. Strong administrative background and knowledge of ANCSA topics are preferred.