Jobs

    Customer Service and Administrative Specialist - Sandy, United States - Colonial Stock Transfer

    Colonial Stock Transfer
    Colonial Stock Transfer Sandy, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Stock Transfer Specialist (Finance) Position Description:

    We are a stock transfer agent and financial service provider for public and private companies. We are looking to fill a position for a stock transfer specialist. This position will mainly involve supporting our public and private company clients and their shareholders. The position is a full-time position (6-8 hours per day, Monday through Friday, 9:00 AM – 5:00 PM). This is a dynamic business and fun atmosphere with endless amounts to learn.

    Specific duties and responsibilities:

    • Provide customer service to companies and their shareholders
    • Process stock issuances and transfers daily
    • Daily mail processing
    • Filing documents in the office and other office administrative tasks including mailings.
    • Answer phones and provide customer support.

    Qualifications:

    • Excellent and intuitive computer skills
    • Excellent communication skills, written, phone, and some client-facing
    • A proven track record of providing exceptional customer service with prompt responses to client inquiries
    • Able to efficiently complete and manage multiple tasks without supervision
    • Reliable team player with the ability to work after hours when required
    • Quick learner, problem solver, detail-oriented
    • Track record of completing assignments on time with accuracy
    • Securities firm experience is a plus.
    • Customer service experience (2-3+ years) preferred

    Compensation: Full time 30-40 hours per week, $18-$19/hr plus retirement benefits

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