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Administrative Assistant

Colonial Stock Transfer

Sandy, UT • 8/31/2026

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:

·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

·Able to efficiently complete and manage multiple tasks without supervision

·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

·Responsible - the type of student that never failed to complete their homework in school

·Securities firm experience is a plus.

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

Are you authorized to work in the United States?