Stock Transfer Specialist

1 week ago


South Jordan, Utah, United States COLONIAL STOCK TRANSFER Full time
Job Overview

We are seeking a highly skilled and detail-oriented Stock Transfer Specialist to join our team at Colonial Stock Transfer. This role will involve providing exceptional customer service to shareholders and company clients, processing stock transfers and issuances, and maintaining compliance with securities regulations.

Responsibilities:

  • Offer dedicated customer support via phone, email, and in-person interactions
  • Process daily stock transfers, issuances, and restriction removals efficiently
  • Stay updated on industry regulations and SEC guidelines
  • Support clients with account setup, compliance, and other needs
  • Pursue referrals from existing clients for sales opportunities

Requirements:

  • Excellent communication and interpersonal skills
  • Reliability and ability to manage multiple tasks without supervision
  • Quick learning, problem-solving, and attention to detail
  • Proficiency in computer-based tasks and software
  • Previous experience in the securities industry is a plus
  • A minimum of 2-5 years of customer service experience required

Compensation and Benefits:

We offer a competitive hourly rate, along with retirement and health benefits. If you are a motivated individual with a passion for the financial industry, we encourage you to apply for this exciting opportunity.

About Us

Colonial Stock Transfer is a dynamic business focused on providing stock transfer services to public companies and their shareholders. Our fun and collaborative work environment offers endless opportunities for growth and learning.



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