Shareholder Services Specialist
Core
Supporting Shareholder Services operations and providing corporate governance support for the Board of Directors of a large, publicly traded healthcare company.
Role type
Shareholder Services Specialist
Builds
Shareholder records, proxy statements, SEC filings, and shareholder meeting logistics
Domain
Healthcare / Corporate Governance / Public Company Compliance
Deliverable
client delivery
Required skills
Shareholder services operations, Corporate governance, SEC Forms 3/4/5 filing, Proxy statement preparation, Shareholder meeting coordination, Vendor management, Microsoft Office suite, Adobe professional
Preferred skills
Experience at a publicly traded company, Experience with Form 4 filing software (Workiva)
Responsibilities
Respond to shareholder inquiries and act as liaison with the transfer agent; Support preparation and distribution of the annual proxy statement; Assist with Section 16 reporting and insider trading compliance; Assist with quarterly dividend process and shareholder mailings; Provide support for the Shareholder Services and Corporate Governance sections of the company website; Coordinate inputs across Legal, Finance, HR, Investor Relations, and Corporate Communications; Maintain shareholder records and documentation.
Seniority
Individual Contributor, 3+ years experience