New job Records Administrator in Alaska
Records Administrator |
Records Administrator
Company : Doyon, Limited
Salary : Details not provided
Location : Alaska
Full Description
Job Reference
21-0214
Post Date
8/30/2021
CARC
Yes
Close Date
9/13/2021
City/Location
Fairbanks
State
AK
Point of Hire
Fairbanks, AK
Company
DL - Doyon Limited
Reports To
Shareholder Records Manager
Starting Pay
DOE
Type of Position
Regular Full-Time
FLSA Status
Non-Exempt
Hours
8am-5pm
Schedule
Monday - Friday
Description
Under the supervision of the Shareholder Records Manager, the employee will maintain accurate and current records for all shareholders so that proxy materials, dividends, distributions, newsletters and correspondence reach the shareholder in accordance with the required timeframes. The employee is involved with moderately complex issues dealing with intestacy, inheritance and probate and must be familiar with the laws governing each.
ESSENTIAL FUNCTIONS:
INHERITANCE, CUSTODY & CHILD SUPPORT
Act as primary contact with deceased’s family
Responsible for determining heirs to stock of deceased shareholders
Determine heirs to stock; transfers stock to heirs; update database records
Assist shareholders in updating stock wills and answer general questions regarding stocks
Ensure that minor shareholders have the proper custodian listed in records
Monitor and process custodian changes
Respond to court orders for child support and take appropriate action in records database
ENROLLMENT & GIFTING
Assist applicants with completing forms and obtaining enrollment documents
Enter data in shareholder software program; Verify documents; Create files; Provide follow up
Provide shareholders with instructions and forms for gifting of stock
Determine validity of stock; issue new certificates; create new shareholder profiles
OTHER
Assist with distributions and annual meeting projects
Query, analyze, report and present information on shareholders statistics as necessary
Notarize documents upon request
Perform other functions of Shareholder Records department including processing address changes, corrections to date of birth and social security numbers, check requests, stop payments, dividend forgery, name changes, check hold codes, blood quantum corrections, etc.
Some travel required
Other duties as assigned
DOYON LIMITED CORE COMPETENCIES:
Commitment to Excellence – Identifies what needs to be done and takes action to achieve a standard of excellence beyond job expectations.
Corporate Values- Understand, embraces, and integrates Doyon corporate values into everyday duties and responsibilities.
Customer Service – Identifies and responds to current and future client needs by providing excellent service to internal and external clients.
Safety and Security – Promotes a safe work environment for co-workers and customers.
Teamwork – Resourceful team player that builds, strengthens, and maintains collaborative relationships with others inside or outside the organization.
JOB SPECIFIC COMPETENCIES:
Administrative Skills- Performs a variety of responsible and confidential office, clerical and professional administrative duties.
Attention to Detail- Ensures one's own and others’ work and information are complete and accurate.
Communication Skills- Listens, writes, and speaks effectively, and positively relates and interacts with co-workers and others.
Conflict Resolution- Prevents, manages, and/or resolves conflict.
Dependability- Consistently adheres to operational standards, ensures smooth operations and positive customer experiences, builds a productive workplace, is reliable, and improves team morale.
Independence- Works with minimal supervision.
Networking- Establishes, maintains and utilizes a broad network of contacts (e.g., in a specific industry, in government, and the community) to monitor public and internal issues that affect our business.
Problem Solving- Anticipates and identifies problems, distinguishes between symptoms and causes, and determines alternative solutions involving varied levels of complexity, ambiguity and risk.
Research Skills- Searches, finds, and evaluates information sources.
Time Management- Manages time effectively when accomplishing tasks, projects, and goals.
Willingness to Learn- Willing to learn new skills or techniques to meet the demanding changes of job duties and responsibilities.
SUPERVISION:
This position has no supervisory responsibilities
ESSENTIAL FUNCTIONS:
INHERITANCE, CUSTODY & CHILD SUPPORT
ENROLLMENT & GIFTING
OTHER
Notarize documents upon request
DOYON LIMITED CORE COMPETENCIES:
JOB SPECIFIC COMPETENCIES:
SUPERVISION:
Requirements
REQUIRED QUALIFICATIONS:
High School Diploma or equivalent experience
3 years administrative experience in shareholder records
o May Substitute secondary education on a year for year basis
Six months experience with the Alaska Native Claims Settlement Act and 1991 Amendments; or inheritance laws and procedures
Strong computer skills including Microsoft Office and data based programs
PREFFERED QUALIFICATIONS:
Two (2) years college preferred. Relevant experience may be exchanged for education
WORKING ENVIRONMENT: The majority of work is performed in a professional office setting with a wide variety of people with differing functions, personalities and abilities.
PHYSICAL DEMANDS: The work is generally sedentary, requiring routine walking, standing, bending and carrying items weighing less than forty pounds. [Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions].
REASONABLE ACCOMMODATION: It is Doyon’s business philosophy and practice to provide reasonable accommodations, according to applicable state and federal laws, to all qualified individuals with physical or mental disabilities.
PREFERENCE STATEMENT: Doyon grants preference to qualified Doyon Shareholders first, and second to qualified shareholders of other Alaska Native corporations that grant a similar preference in all phases of employment and training, which include, but are not limited to hiring, promotion, layoff, transfer, and training.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.
This job description is not an employment agreement or contract, implied or otherwise, other than an “at will” relationship. Management has the exclusive right to alter the scope of work within the framework of this job description at any time without prior notice.
o May Substitute secondary education on a year for year basis
PREFFERED QUALIFICATIONS:
WORKING ENVIRONMENT: The majority of work is performed in a professional office setting with a wide variety of people with differing functions, personalities and abilities.
PHYSICAL DEMANDS: The work is generally sedentary, requiring routine walking, standing, bending and carrying items weighing less than forty pounds. [Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions].
REASONABLE ACCOMMODATION: It is Doyon’s business philosophy and practice to provide reasonable accommodations, according to applicable state and federal laws, to all qualified individuals with physical or mental disabilities.
PREFERENCE STATEMENT: Doyon grants preference to qualified Doyon Shareholders first, and second to qualified shareholders of other Alaska Native corporations that grant a similar preference in all phases of employment and training, which include, but are not limited to hiring, promotion, layoff, transfer, and training.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.
This job description is not an employment agreement or contract, implied or otherwise, other than an “at will” relationship. Management has the exclusive right to alter the scope of work within the framework of this job description at any time without prior notice.
- Except as provided otherwise under applicable law, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. We are also an equal opportunity employer of individuals with disabilities and protected veterans.
- Please view Equal Employment Opportunity Posters provided by OFCCP.