Financial Stock Transfer Specialist

Colonial Stock Transfer Co, Inc. Sandy, UT , Salt Lake County, UT

Posted Yesterday

Job Description Job Description Financial Stock Transfer Specialist 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 preferably (8 hours per day, Monday through Friday, 9:00 AM – 5:00 PM). We can also accommodate a student who is willing to work 30-32 hours per week to work with their school schedule.

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 Handle customer inquiries 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. Data processing Qualifications: Microsoft Word, Excel, and Outlook experience 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-$22/hr plus retirement benefits Company Description Colonial Stock Transfer is a stock transfer agent focused on providing business to business services for public companies and their shareholders. Colonial is a fun, dynamic business environment to work in and learn about the financial industry.

To learn more about us, visit www.colonialstock.com or www.colonialfilings.com. Company Description Colonial Stock Transfer is a stock transfer agent focused on providing business to business services for public companies and their shareholders. Colonial is a fun, dynamic business environment to work in and learn about the financial industry.

To learn more about us, visit www.colonialstock.com or www.colonialfilings.com.


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Financial Stock Transfer Specialist

Colonial Stock Transfer Co, Inc.