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Location

Sandy, United States

Salary

$16 - $22 /hour

Job Type

Full-time

Date Posted

October 8th, 2024

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Stock Transfer Agent - Customer Service - Finance and Stocks at Colonial Stock Transfer

Location

Sandy, United States

Salary

$16 - $22 /hour

Job Type

Full-time

Date Posted

October 8th, 2024

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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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Jobs at Colonial Stock Transfer

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