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Customer Service and Administrative Specialist

Colonial Stock Transfer

Job Description

Job Description

Administrative Customer Service

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 answering phones, processing of stock transfers, mailings, and administrative.The position is full time 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 shareholders
  • Process stock transfers on a daily basis
  • Daily mail processing
  • Filing documents in the office and other office administrative tasks including mailings.
  • Answer phones provide customer support.

Qualifications:

·Responsible and able to complete and follow through on tasks quickly and accurately without supervision

·Excellent communication skills, written, phone and some client facing

·Must have proven track record at providing exceptional customer service with prompt responses to client inquiries

·Reliable team player with ability to work after hours when required

·Quick learner

·Problem solver, detail oriented - able to take the head of a complex project when needed

·Securities firm experience is a plus.

·Customer service experience (2-3+ years) preferred

Are you authorized to work in the United States?