Stock Specialist

Stock Specialist

The Stock Specialist provides in-office, front-line support for Olgoonik Corporation (OC) shareholders and descendants, including applicants seeking to enroll in OC, for matters relating to corporation stock. The position supports the effective operation of the Stock Department, as well as the larger Corporate Administration team, including answering general questions, reviewing and processing forms, providing stock information, shareholder database data entry, records digitization, filing, uploading forms and records, and assisting with shareholder events.

Primary Responsibilities

• Answers questions, shares information, and assists with forms and applications relating to OC's programs, Class B enrollment, and other stock and shareholder matters.
• Works closely with other departments to assist with shareholder community programs, outreach, and events, as directed.
• Assists shareholders and descendants with enrollment applicants and other paperwork. Scans, saves and uploads documents, forwards paperwork to appropriate points of contact, and assists with processing forms.
• Assists with compiling information packets for Heirship Committee review and attends Heirship Committee meetings when directed by supervisor.
• Assists with processing shareholder dividends, including updating shareholder and custodian information, logging dividend calls and answering questions, working with accounting to provide updated address and direct deposit information, stop payments, and reissue of dividends.
• Maintains confidential files, records, and data information relating to shareholder stock, stock transfers, enrollment, dividends, scholarships, and other shareholder benefits.
• Assembles and creates routine and non-routine documents including, but not limited to correspondence, policies, presentations, procedures, newsletter articles, reports, work instructions, minutes, and logs.
• Interfaces with and assists with contacting shareholders, descendants, applicants, shareholder families and local entities by phone, mail, providing printed materials, in-person, by email and other electronic methods.
• Performs data entry.
• Supports OC Anchorage office Admin staff by providing back-up coverage for reception and other assistance as needed.
• Other duties as assigned.

Education and / or Experience

Knowledge, Skills, Abilities

Certificates, Licenses, Registrations

Physical Demands

The physical demands 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. While performing the duties of this job, the employee is required to be able to occasionally stand; walk; sit; use hands and / or fingers to handle, or feel objects, tools, or controls; operate office equipment, reach with hands and arms; climb stairs; balance; stoop; kneel; talk or hear. The employee must occasionally lift and or move up to 25 pounds.

Travel

Domestic travel may be required for training and event assistance, or according to business need.

Work Environment

General office environment. Some travel required as needed for business purposes.