Shareholder Records Specialist I

Job description

Calista Corporation Regular: JOB SUMMARY: The Shareholder Records Specialist I tasks will include maintenance of contact information for shareholders using Calista Corporation’s Shareholder management software system and data gathering from families of deceased Class A and B shareholders; start the gifting process of Class A and B shares. Serve as point of contact for record updates, assistance with deceased stock transfer data gathering and gifting of stock inquiries. ESSENTIAL FUNCTIONS: - Maintain awareness of Calista’s cyber- and information-security standards and protocols related to protection of Personally Identifiable Information and the transmission, storage and retention of data. - Provide customer service to walk-ins, respond to individuals who contact Shareholder Services by email, telephone, fax and mail. - Update shareholder contact information after confirming identities. - Respond to agencies requesting proof of enrollment. - Upon receipt of request for gifting from Shareholders, initiate the stock gifting process after it is determined that the gifting will meet criteria set by ANCSA and its amendments. - Engage in follow-up activities related to stock transfers su...