Financial Stock Specialist

4 weeks ago


Salt Lake, Utah, United States COLONIAL STOCK TRANSFER Full time
Job Summary

We are seeking a highly skilled and detail-oriented Financial Stock Specialist to join our team at Colonial Stock Transfer. As a key member of our team, you will be responsible for providing exceptional customer service to shareholders and clients, processing daily stock transfers, issuances, and restriction removals, and staying up-to-date with securities transfer rules and SEC industry updates.

Key Responsibilities:

  • Provide customer service to shareholders and clients via phone, email, and in-person
  • Process daily stock transfers, issuances, and restriction removals
  • Learn and comply with securities transfer rules and SEC industry updates
  • Assist with client account setup, compliance, and other tasks as needed

Requirements:

  • Excellent customer service and communication skills
  • Reliable and able to efficiently complete multiple tasks without supervision
  • Quick learner, problem solver, and detail-oriented
  • Excellent computer skills and ability to complete tasks quickly and accurately

About Us:

Colonial Stock Transfer is a dynamic and fun business environment that provides business-to-business services for public companies and their shareholders. We are committed to delivering exceptional service and supporting our clients' needs.



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