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
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