Shareholder Services Receptionist
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
New
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
New
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
New
Anchorage, AK · On-site
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
Anchorage, AK · On-site
$16 - $21.25/hr
Calista Corporation Regular JOB SUMMARY The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The ...
SHAREHOLDER SERVICES REPRESENTATIVE I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of ...
SHAREHOLDER SERVICES REPRESENTATIVE I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of ...
SHAREHOLDER SERVICES REPRESENTATIVE I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of ...
SHAREHOLDER SERVICES REPRESENTATIVE I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of ...
New York, NY · On-site
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
New York, NY · On-site
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
Columbus, OH · Hybrid
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
Columbus, OH · Hybrid
$70K - $95K/yr
Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in New York, NY or Columbus, OH and ...
Shareholder Services/Corporate Secretary Corporate Office - Newton, NC 28658 Overview Level: Experienced Position Type: Full Time Job Shift: Day Description Serves as Corporate Secretary and provides ...
Shareholder Services/Corporate Secretary Corporate Office - Newton, NC 28658 Overview Level: Experienced Position Type: Full Time Job Shift: Day Description Serves as Corporate Secretary and provides ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
Shareholder Services Professional Certification Required Experience * Experience in an executive-level business support role * Previous experience with recording and writing minutes of Board and ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
New York, NY · Hybrid
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
New York, NY · Hybrid
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
New York, NY · On-site
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
New York, NY · On-site
$65K - $75K/yr
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within the Transaction Processing job family. * This position is ...
Milwaukee, WI · On-site
$55K - $70K/yr
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
Milwaukee, WI · On-site
$55K - $70K/yr
SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact ...
Hatfield, PA · On-site
Maintain accurate Shareholder records/inquiries, documentation, and contact information in collaboration with Shareholder Services * Cultivate relationships with shareholders by way of personal ...
Hatfield, PA · On-site
Maintain accurate Shareholder records/inquiries, documentation, and contact information in collaboration with Shareholder Services * Cultivate relationships with shareholders by way of personal ...
Executive Assistant/Shareholder Services Representative Position Location Citizens Bank - Finance Department 275 SW Third St Corvallis, OR 97333 Type: Exempt/Officer Reports to: Senior Accountant ...
Executive Assistant/Shareholder Services Representative Position Location Citizens Bank - Finance Department 275 SW Third St Corvallis, OR 97333 Type: Exempt/Officer Reports to: Senior Accountant ...
Dallas, TX · On-site
Within Shareholder Services, Alternative Investment Client Services is a solutions oriented team seeking to enhance the client experience by developing and monitoring ongoing service related ...
Dallas, TX · On-site
Within Shareholder Services, Alternative Investment Client Services is a solutions oriented team seeking to enhance the client experience by developing and monitoring ongoing service related ...
| Aspect | Shareholder Services | Transfer Agent |
|---|---|---|
| Primary Role | Assisting shareholders with account inquiries, dividends, and account maintenance | Maintaining shareholder records, processing stock transfers, and issuing certificates |
| Required Credentials | Typically customer service experience, financial knowledge, sometimes securities licenses | Financial background, securities licenses, and knowledge of record-keeping systems |
| Work Environment | Customer service centers, financial institutions, corporate offices | Financial institutions, transfer agent firms, corporate registrars |
Shareholder Services focuses on assisting shareholders directly with account-related questions, while Transfer Agents handle the administrative tasks of maintaining shareholder records and processing stock transfers. Both roles require financial knowledge and often similar certifications, but their daily functions and interactions differ significantly.

$16 - $21.25/hr
Part-time
Posted 7 days ago
New
JOB SUMMARY
The Receptionist provides general office support to Shareholder Services Team with a variety of clerical and admin activities and related tasks. The Receptionist will be responsible for answering incoming calls, directing calls to appropriate team members, mail distributions, flow of correspondence, and ordering office supplies as well as additional clerical duties. The receptionist will also support, cross-train and fill the Administrative Assistant role as needed and will receive day-to-day guidance from the Administrative Assistant. This is a part-time position working four hours a day Monday through Friday, for a total of twenty hours a week.
ESSENTIAL FUNCTIONS
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
KNOWLEDGE, SKILLS, & ABILITIES
QUALIFICATIONS
WORKING ENVIRONMENT
Calista Corporation's office team has a fast-paced multi-tasking customer-service oriented environment requiring a high degree of efficient and effective performance. Adaptability regarding schedule and task changes is necessary to accommodate changing priorities. Overtime may be required.
PREFERENCE STATEMENT
Preference will be given to Calista shareholders and their descendants and to spouses of Calista shareholders, and to shareholders of other corporations created pursuant to the Alaska Native Claims Settlement Act, in accordance with Title 43 U.S. Code 1626(g).
EEO STATEMENT
Additionally, it is our policy to select, place, train and promote the most qualified individuals based upon relevant factors such as work quality, attitude and experience, so as to provide equal employment opportunity for all employees in compliance with applicable local, state and federal laws and without regard to non-work related factors such as race, color, religion/creed, sex, national origin, age, disability, marital status, veteran status, pregnancy, sexual orientation, gender identity, citizenship, genetic information, or other protected status. When applicable, our policy of non-discrimination applies to all terms and conditions of employment, including but not limited to, recruiting, hiring, training, transfer, promotion, placement, layoff, compensation, termination, reduction in force and benefits.
REASONABLE ACCOMMODATION
It is Calista and Subsidiaries' business philosophy and practice to provide reasonable accommodations, according to applicable state and federal laws, to all qualified individuals with physical or mental disabilities.
The statements contained in this job description are intended to describe the general content and requirements for performance of this job. It is not intended to be an exhaustive list of all job duties, responsibilities, and requirements.
This job description is not an employment agreement or contract. Management has the exclusive right to alter the scope of work within the framework of this job description at any time without prior notice.