Shareholder Records Specialist

Doyon Limited; Fairbanks (AK); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

PTO

Paid Holidays

Medical Insurance

Dental & Vision Insurance

FSA/HSA

Life Insurance

Disability Insurance

401(k) Match

Profit Sharing

Employee Assistance Program

Tuition Assistance

Job summary

Doyon, Limited is seeking a Shareholder Records Specialist to maintain accurate records for shareholders, process inheritance matters, and ensure timely distribution of materials. The role is on-site in Fairbanks, AK, reporting to the Shareholder Records Manager.

Responsibilities include processing stock transfers, assisting with enrollment paperwork, updating records, and responding to court orders. Some travel and attention to confidentiality are required.

Qualifications

• Must have a High School Diploma or equivalent and 3 years administrative experience in shareholder records.
• Experience with Alaska Native Claims Settlement Act or inheritance procedures is preferred.
• Strong computer skills including Microsoft Office and data-based programs.
• May substitute education on a year-for-year basis for experience.

Responsibilities

• Act as primary contact with deceased’s family.
• Determine heirs to stock; transfer stock to heirs; update database records.
• Assist shareholders with enrollment forms and obtaining enrollment documents.
• Enter data in shareholder software; verify documents; create files; provide follow-up.
• Provide shareholders with instructions and forms for gifting of stock.
• Notarize documents upon request.
• Perform other duties in Shareholder Records; some travel required.

Skills

Administrative skills

Attention to detail

Communication skills

Time management

Problem solving

Dependability

Independence

Research skills

Networking

Willingness to learn

Conflict resolution

Education

High School Diploma or equivalent

Two years college preferred

Tools

Microsoft Office

Shareholder software

Job description

Doyon, Limited is seeking a Shareholder Records Specialist to maintain accurate records for shareholders, process inheritance matters, and ensure timely distribution of materials. The role is on-site in Fairbanks, AK, reporting to the Shareholder Records Manager.

Responsibilities include processing stock transfers, assisting with enrollment paperwork, updating records, and responding to court orders. Some travel and attention to confidentiality are required.