Stock Transfer Technician


Cook Inlet Region, Inc is seeking a talented Stock Transfer Technician to join our Shareholder Relations team. CIRI's offices are conveniently located in mid-town Anchorage at the Fireweed Business Center, a modern building that represents CIRI’s cultural diversity, respect for the land, and sustainability.  The  Fireweed Business Center reflects our heritage in the displayed Alaska Native art and interior design.

In addition to outstanding office space, CIRI offers  excellent benefits for eligible employees. Benefits include: paid holidays, paid time off, 401K with employer match, dental, vision, health insurance plans through the Federal Employee Health Benefits (FEHB) program, as well as life and disability benefits.  

CIRI only accepts applications through our online career page at https://www.ciri.com/careers/jobs/

General Function

In alignment with CIRI’s mission and values, will perform the stock transfer processes, verify computer input and serve as backup for the other Stock Transfer Technician to perform stock transfers and reissues, monitors, attempts to resolve instances of shareholders with unknown Native blood quantum and maintains department files.  This position requires in-office work.

Major Activities (Typical Duties/Responsibilities)

  1. Assists shareholders in person, over the phone and through correspondence with issues involving minors, fiduciaries and trusts, stock transfers and reissues and other matters, and serves as backup for reception and phone tree coverage, primary backup for monitoring department phone tree messages and contact for shareholder event RSVPs.
  2. Maintains accurate stock records including, but not limited to: Reviewing variety of documentation to ensure completeness and validity prior to preparing stock transfer requests, researching and working to resolve any issues.
    • Assigning and maintaining stock certificate numbers and entity identification numbers and its logs.
    • Timely preparing stock transfer documentation for all stock transfers and stock merges; informing payables staff of transfers involving held funds, including preparing monetary estate settlement requests; submitting to Manager, Shareholder Records for approval; completing computerized transfer functions within prescribed timeframes; and maintaining and properly storing manual and electronic transfer records.
    • Providing stock gifting and estate settlement documentation to The CIRI Foundation and in-region village corporations when appropriate.
    • Tracking minors in State custody and shareholders subject to temporary guardian/conservatorship orders, following up until orders are terminated or made permanent.
    • Generate accurate statistics for a variety of different reports.
  1. Contact new shareholders and minors who have reached the age of majority within six weeks of stock transfer to inform of available programs and opportunities.
  2. Maintains original CIRI stock certificate inventory, replenishing as necessary.
  3. Maintains and updates electronic shareholder data in a variety of different programs.
  4. Responsible for maintaining department records, regardless of format, including scanning, storage and retrieval.
  5. Actively attempts to resolve instances of shareholders with unknown Native blood quantum.
  6. Serves as backup for alternate Stock Transfer Technician and provides back-up support to other departmental staff as necessary to ensure coverage is adequate and departmental goals and deadlines are achieved.
  7. Maintains notary certification and assists shareholders and descendants in completion of departmental and voter registration forms.
  8. Assists with preparations for CIRI shareholder-related events when needed.
  9. Performs other duties as appropriate and as assigned.

Skills/Abilities

  • Understand CIRI’s mission, vision and strategic focus areas and incorporate knowledge into daily activities.
  • Excellent organizational skills; ability to make decisions, solve problems, and exercise good judgment.
  • Excellent oral and written communication skills, including proper telephone etiquette, thorough knowledge of proper grammar, advanced vocabulary, spelling, editing and proofreading skills.
  • Excellent interpersonal skills; ability to work effectively and cooperatively with all levels of management and staff; ability to be empathetic with respect to shareholders’ needs and problems; ability to maintain poise in dealing with high-pressure situations.
  • Good understanding of subject areas typically raised by shareholders who contact the department, including working knowledge of ANCSA, the ANCSA Amendments and relevant Alaska Statutes, with emphasis on the chapters of Title 13 that govern the protection of disabled persons, powers of attorney and the Alaska Uniform Gift to Minors Act.
  • Familiarity with operation of standard office equipment.
  • Proficient using Adobe Acrobat, Microsoft Office products such as Word and Excel, and industry-standard computer software and databases.
  • Ability to maintain accurate records and to prepare and submit reports.
  • Work independently, as well as on a team and with minimal supervision.
  • High degree of sensitivity regarding confidential information.

Physical Abilities

  • Must possess sufficient fine motor skills for use of computers, calculators with an ability to withstand repetitive keyboarding for extended periods of time.
  • Visual ability adequate to perform the essential functions of the job.
  • Must be able to kneel, bend and twist at the waist on an occasional basis.
  • Must be able to reach below shoulder height with regular frequency (desk position) and at or above shoulder height on occasion.
  • Must be able to push, pull, carry and lift objects weighing up to 20 pounds on a regular basis, and greater weights on an occasional basis.

Minimum Qualifications

  • Associate degree preferred.
  • Three years progressively responsible administrative experience, two of which demonstrates high level of accuracy, data-entry, attention to detail, and customer service.
  • Ability to obtain State of Alaska voter’s registration certification and notary certification.
  • Fully vaccinated against COVID-19

Required Contacts

  • CIRI Board of Directors, executives, management and staff
  • CIRI shareholders, descendants and family members
  • Management and staff of CIRI affiliated entities
  • Local, state and federal government and agency representatives and staff
  • Management and staff of other businesses including ANCSA corporations
  • Members of the general public

CIRI does not discriminate, and the company provides equal employment opportunity for all employees and applicants without regard to race, religion, color, sex, gender, sexual orientation, national origin, citizenship status, age, marital status, pregnancy or parenthood, handicap or disability, genetics, veteran status or any other legally protected characteristic. CIRI adheres to all federal, state and local laws regarding equal employment opportunity and will not discriminate against you in violation of these laws. CIRI reserves the right to apply CIRI shareholder preference to qualified shareholders in employment and advancement opportunities.  

Anchorage, AK

6 day(s) ago

Tribal Affiliation(s)
Cook Inlet Region, Inc.