Shareholder Services Specialist III

Join to apply for the Shareholder Services Specialist III role at Sealaska. Job Title: Shareholder Services Specialist III Job Summary This position is responsible for organizing and providing all aspects of day-to-day clerical support with an emphasis on customer service for shareholder records. It coordinates and insures friendly and responsive service to all telephonic and walk?in shareholder requests or inquiries, and assists the Shareholder Services Manager with various projects and tasks. The Shareholder Services Specialist III plays a pivotal role in the enrollment process, ensuring accurate enrollment of shareholders and providing exceptional customer service while paying meticulous attention to detail.

Responsibilities

Shareholder Customer Relations 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 the 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. Estate Documents Receive and process estate documents and notify applicants of status. Handle and track original documents. Follow ANCSA Inheritance and State of Alaska Inheritance Law, working with potential shareholders to complete applications by explaining required pieces.

Data entry of completed estate and share transfer information into the SIS system. Respond to applicant concerns requiring advanced expertise, such as cases involving adoption or other extraordinary circumstances. Order death certificates from all states. Stock Documents Mail out stock certificates.

Review, scan, and return original stock will forms to shareholders. Notarize 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. MySealaska / Sealaska Information System (SIS) Provide recommendations on improvements and enhancements to MySealaska, SIS, and shareholder relations processes. Enter data from Shareholder direct deposit forms into SIS and assist shareholders with entering their own information on MySealaska. Enter data in SIS upon receipt of returned distribution checks, IRS 1099 forms, proxy statements, etc.

Administrative Prepare and pack materials for shareholder meetings. Maintain all shareholder records and departmental files, including file storage, retrieval, and supply of forms. 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 and handle messages on the 800 toll?free lines. Notarize documents for Sealaska Corporation and shareholders. Cross?train with other departmental staff as requested.

Other duties as assigned. Required Skills/Abilities Good attendance and high reliability. Excellent time?management skills, punctuality, and reliability. Ability to work in a fast?paced environment.

Excellent customer service skills. Ability to multitask with frequent interruptions without becoming flustered; remain calm, organized, and accurate. Self?starter: work under tight deadlines and within existing lines of authority. Strong organizational and record?keeping abilities.

Diplomatic interaction with shareholders, co?workers, officers, board members, and the public while maintaining professionalism. Proficient in spelling, grammar, and proofreading. Strong attention to detail and ability to compare data for accuracy and completeness. Discretion with confidential information.

Ability to learn Sealaska Corporations procurement and travel policies, filing systems, and records retention schedules. Strong computer skills and project?management abilities. Independent work as well as team collaboration when necessary. Professional communications skills, both oral and written, with cultural sensitivity.

Ability to handle high volumes of telephone calls with occasional in?person visitors. Adaptability to changes in policies and procedures. Strong computer skills. Education And Experience High school graduate. 2?3 years experience as a Shareholder Services Specialist I.

Advanced clerical experience requiring knowledge of a programs rules and regulations, with ability to apply criteria, take appropriate actions, and explain requirements verbally and in writing. Working Conditions The physical and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands Walking, using hands to finger, handle objects, tools, or controls; reaching with hands and arms; balancing; stooping; bending or crouching; speaking or hearing; specific vision abilities including close, distance, color, peripheral, depth perception, and focus adjustment.

Some lifting of files and opening cabinets. Standing as necessary. Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

Work Environment Position is sedentary with prolonged periods of standing, bending, sitting, kneeling.

Benefits

Review the benefits associated with this position: https://www.sealaska.com/benefits/ What To Know Sealaska and its affiliates do not make job offers without first conducting live in?person or virtual interviews, and they do not conduct interviews by email/text. Please be sure to confirm the legitimacy of all job postings on the sealska.com careers page and https://jobs.dayforcehcm.com/en-US/sealaska/CANDIDATEPORTAL careers site before sharing any of your personal information. Who is Sealaska? Established in 1972, Sealaska is the Alaska Native regional corporation for Southeast Alaska.

Our 23,000 shareholders are Tlingit, Haida and Tsimshian people with more than 10,000 years of ancestral ties to the oceans, forests and communities of Southeast Alaska. We serve the twin goals of economic prosperity and environmental protection. We are committed to providing the best possible climate for maximum development and goal achievement for all our employees. As a Native?owned company, Sealaska Corporation is proud to promote an inclusive and diverse workplace, with respect for the cultural traditions in the communities where we operate.

Equal Opportunity Employer Statement Sealaska Corporation is an equal opportunity employer. All applicants are considered without regard to race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. However, preference may be extended to an enrolled member of a federally?recognized Indian Tribe.* Indian Tribe means an Indian Tribe, band, nation, or other organized group or community, including any Alaska Native village or regional or village corporation as defined in or established pursuant to the Alaska Native Claims Settlement Act (85 Stat. 668; 43 U. S.

C. 1601) which is recognized as eligible for the special programs and services provided by the United States to Indians because of their status as Indians. #J-18808-Ljbffr