21 Shareholder jobs in the United States

NANA Shareholder Records Technician

99752 Ambler, Alaska NANA Regional Corporation

Posted 8 days ago

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Job Description

**Job Description**
Duties centers on providing expertise and support services needed to maintain shareholder records.
**Responsibilities**
+ Provides in-house staff support by providing a wide variety of information needed to handle Shareholders inquiries.
+ Provides a wide variety of services/assistance to Shareholders in such areas as referral to potential sources of community assistance, etc. Handles such shareholder matters as verifications, change of address, applications, enrollment input, filing, dividend verifications, general office support, CIB, etc.
+ As a first point of contact, works with Shareholders to assist them in gaining access to available services. Explains NANA's services, procedures, and requirements to Shareholders. Travels to villages to assist area shareholders with a variety of matters.
+ Prepares direct written correspondence to address shareholder inquiries. Fields phone calls and walk-ins by providing basic shareholder information.
+ As a first point of contact, provides others with general information regarding shareholder training and developmental activities. Maintains assigned area's computerized data base(s).
+ Following generally established standard office practices and procedures, handles incoming internal and external mail, phone calls, correspondence, faxes, parcels, gathering of basic data, completing reports, etc. Confirms those given any shareholder or training material will be able to properly respond in a timely manner.
+ Operates or performs such standard office duties such as producing general office written or electronic correspondence, handling a variety of telephone and office equipment, observing proper procedures to handle records or other materials, etc.
+ Operates in a climate of confidentially requiring discretion. Helps with the preparation and administration of all annual/informal Shareholder meetings.
+ May utilize specialized computer systems and applications with unique applications being used at the discretion of the department. May refer some matters to others in the organization who could best take the appropriate action to respond/handle Shareholder's needs.
+ This position has no supervisory responsibilities.
+ Other duties that are pertinent to the department or unit's success also may be assigned.
**Qualifications**
**Technician I**
+ High school diploma or GED equivalent.
+ Must be able to operate typical PC software programs.
+ Driver's License with a driving record that meets NANA's insurance requirementspreferred.
**Technician II**
+ All of the above and demonstrated ability to master the duties required of a Technician II.
**Technician III**
+ All of the above and demonstrated ability to master the duties required of a Technician III.
+ Ability to work independently with minimal supervision.
**Specialist**
+ All of the above and demonstrated ability to master the duties required of a Specialist.
+ Advanced computer skills with reporting experience.
Working Conditions and Physical Requirements
**Weather:** Indoors - environmentally controlled; requires most or all work to be done inside.
**Noise level:** The noise level in the work environment is usually that of a standard office atmosphere.
**Description of environment:** Office building with standard office environment.
**Physical requirements:** Employee is required to occasionally lift and/or move up to 25 lbs. Frequently required to sit, stand, walk, use hands/fingers to handle or feel, climb, stoop, kneel, crouch or crawl, talk/hear, see, taste/smell, and carry weight/lift.
**Travel:** No
Competencies
Language skills sufficient to read and comprehend simple instructions, short correspondence, and memos. Write simple correspondence. Effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Math skills sufficient to add and subtract two-digit numbers and to multiply and divide with 10's and 100's.
Reasoning abilities sufficient to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
**Equal Opportunity Employer** NANA Regional Corporation, Inc. and its subsidiaries are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender (including pregnancy, gender-identity and sexual orientation), age, disability, genetic information, veteran protected status or any other characteristic protected by applicable law. NANA grants employment preference to shareholder of NANA, their spouses and descendants to the extent allowed by law.
**Accommodation Requests for Job Seekers with a Disability.** If you are a job seeker with a disability and require accessibility assistance or an accommodation for any part of the employment process, contact us at or .
**Default: Location : Location** _US-AK-Kotzebue_
**Job ID** _ _
**Work Type** _On-Site_
**Work Location** _Kotzebue_
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Vice President, Shareholder Relations

99752 Ambler, Alaska NANA Regional Corporation

Posted 13 days ago

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Job Description

**Job Description**
Reporting to the President and Chief Executive Officer (CEO), the Vice President of Shareholder Relations provides strategic leadership and oversight of shareholder engagement, services, and workforce readiness programs, fostering strong relationships and opportunities that honor NANA's mission, values, and Iñupiat Iḷitqusiat. Working with executive leadership, this role is responsible for supporting, organizing, prioritizing, and advancing shareholder matters for the President & CEO; planning and strengthening NANA's relationship with its shareholder community to include effective shareholder communications; and overseeing shareholder service programs with a primary focus on providing exceptional opportunities and services for NANA shareholders.
**Responsibilities**
**_Shareholder employment and workforce readiness_**
+ Leads the development, management and implementation of programs and activities that support shareholder employment and workforce readiness. Shareholder employment encompasses supporting shareholders in securing employment in the career and location of their choice, while workforce readiness ensures they are equipped with the knowledge, skills, and abilities needed to successfully enter and thrive in the workplace.
+ Establishes external relationships, works closely with other organizations (i.e. Alaska Native Corporations, technical schools, colleges, etc.) and represents NANA on various task forces, boards and commissions that have potential impact on shareholder employment and workforce
+ Collaborates with the NANA family of companies, joint ventures, external partners, and human resources to assess workforce needs and establish shareholder training and development programs to help address those needs.
+ Responsible for defining, tracking and reporting on quantifiable and concrete measures taken in support of shareholder development and workforce readiness.
+ Helps shareholders identify career pathways and achieve educational goals through internships, career advancement, and other opportunities.
+ Establish and support a strong NANA presence in schools to promote career readiness and increase awareness of career pathways ensuring alignment with educational programming.
+ Creatively markets, attract and identifies shareholders to participate in development and workforce readiness programs.
**_Shareholder Records_**
+ Ensures the appropriate maintenance and integrity of the Corporation's shareholder records, database, and associated files. Responsible for shareholder mailouts, stock transfers and other activities in accordance with Alaska Law, ANCSA and corporate policies. Maintains shareholder confidentiality.
**_Shareholder meetings and outreach_**
+ Manages the planning, coordination and execution of the NANA annual meeting, shareholder informal meetings, nominations meetings, career fairs and other shareholder events.
+ Serves as key advisor to communications department, IT department and leadership in the development of company shareholder communications materials, including the annual report, proxy statement, presentations, shareholder portal and other written, oral, or visual communications.
+ Ensures the efficiency and effectiveness of NANA's shareholder communications by delivering timely, accurate, and responsive support.
+ Provide leadership and visibility in the schools for youth outreach programs.
**_Language and Culture_**
+ Designs and delivers youth-focused programming in schools and communities that incorporates Iñupiat Iḷitqusiat, ensuring cultural relevance and engagement.
+ Implements the NANA Board directive to make Iñupiat Iḷitqusiat the foundation of the work NANA strives to accomplish by working closely with the Shareholder Relations Committee.
+ Coordinates and provides logistical support for Regional Elders Council and Iñupiaq Language Commission meetings, ensuring effective participation and cultural alignment.
+ Manages interpretation and translation services for NANA, Regional Elders Council, and Iñupiaq Language Commission meetings to support accessibility and inclusion.
+ Serves as liaison with the Aqqaluk Trust to ensure coordination and support for programs that benefit shareholders including Iñupiaq language and culture programs.
+ Acts as the primary liaison with the Aqqaluk Trust to foster communication and alignment for shareholder-focused initiatives, including programs that promote Iñupiaq language revitalization and cultural learning.
**_Shareholder benefits_**
+ Develops, advances, and promotes opportunities for NANA shareholders. Maintains positive relationships with leaders, governments, and other organizations to promote resources and services for NANA's shareholders.
+ Proposes, develops, manages, implements, and administers programs and activities that support shareholders, including but not limited to medical assistance, burial assistance, and internship programs.
+ Supports individual shareholders, assisting, counseling, and advocating for them as necessary.
+ Leads NANA's language, cultural and educational activities for all shareholders, located both in and outside the NANA region; collaborates with organizations involved with language and culture revitalization efforts.
**_Leadership_**
+ Evaluates Department's programs, their effectiveness, and the systems in place for achieving department objectives in a timely manner. Evaluates NANA operational activities and devises effective solutions in solving shareholder relations related issues.
+ While this role does not directly report to the Board, incumbent supports the board's shareholder relations committee planning and meetings.
+ As a senior management team member, the VP of Shareholder Relations works collaboratively with the company's leadership and departments and assists the President & CEO in achieving the objectives of the Corporation.
+ As a member of the senior management team, provides internal and external leadership to drive measurable progress toward NANA's objectives, while fostering strong relationships with departments, subsidiaries, joint ventures, partners, and external organizations.
+ Develops and implements the department's approved budgets and achieves operational and strategic plans in a timely manner. Duties shall be performed in accordance with the directives of NANA; policies established by NANA's Board of Directors; the By-laws of the Corporation; all binding agreements; and all applicable local, state, and federal laws.
+ Other duties that are pertinent to the department and NANA's success may be assigned.
**Qualifications**
+ Bachelor's degree in business administration, education, human services, or a related field of study.
+ 10 + years of managerial and leadership experience that demonstrates success in executive leadership, program operations and business delivery. _Experience in the NANA region preferred._
+ Experience with providing leadership on workforce readiness programs.
+ Knowledge about Inupiat culture and experience leading culturally relevant programs.
+ Proven track record of partnering to strengthen program service delivery resulting in successful outcomes for the recipient of the services.
+ Excellent verbal, written communication skills and the ability to present to different audiences including senior leaders, the board, business leaders and other organizations.
+ Ability to analyze problems, develop and implement creative solutions.
+ Proven track record of effectively interacting with senior management, working strategically and collaboratively, being action oriented and working in a fast-paced, team environment.
+ Valid driver's license with an acceptable driving record to be eligible under NANA's vehicle insurance policy.
Preferred Requirements
+ Master's degree in business administration, education, human services, or a related field of study.
Competencies
+ Strategist: Works in partnership with NANA's executive leadership and direct reports to develop a clear vision and strategy for key functions for which the role is accountable consistent with Company's overall strategy. Ability to organize, plan and implement action to deliver on strategies and goals.
+ Intellectual acumen: Strong analytical and process skills able to clearly and simply inform all constituencies toward a common understanding of business, reputation and cultural performance.
+ Integrity: Unyielding business ethics, personal integrity and values that align with those of the organization and the Inupiat Culture.
+ Communicator & Engager: Ability to engage and motivate stakeholders through powerful listening, speaking and written communication. Creates clarity to all constituents to see, create and achieve positive business and reputational success.
+ Judgment: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions
+ Leadership: Demonstrates skills and behaviors that create and contribute to superior performance. Effectively manages change, is a problem solver and displays drive and purpose.
+ Creates a positive environment for his/her teams to take authority and knowing when collaboration with other functions and the broader business is imperative.
Working Conditions and Physical Requirements
Weather: Indoors - environmentally controlled; requires most or all work to be done inside.
Noise level: The noise level in the work environment is usually that of a standard office atmosphere.
Description of environment: Office building with standard office environment.
Physical requirements: Employee is required to occasionally lift and/or move up to 25 lbs. Frequently required to sit, stand, walk, use hands/fingers to handle or feel, climb, stoop, kneel, crouch or crawl, talk/hear, see, taste/smell, and carry weight/lift.
Travel: Employee may travel up to 40% to various locations within the U.S. and/or remote locations and may be required to use alternative modes of transportation, including but not limited to snow machines, boats, small airplanes and ATVs.
**Equal Opportunity Employer** NANA Regional Corporation, Inc. and its subsidiaries are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender (including pregnancy, gender-identity and sexual orientation), age, disability, genetic information, veteran protected status or any other characteristic protected by applicable law. NANA grants employment preference to shareholder of NANA, their spouses and descendants to the extent allowed by law.
**Accommodation Requests for Job Seekers with a Disability.** If you are a job seeker with a disability and require accessibility assistance or an accommodation for any part of the employment process, contact us at or .
**Default: Location : Location** _US-AK-Kotzebue_
**Job ID** _ _
**Work Type** _On-Site_
**Work Location** _Kotzebue_
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Client Representative - Global Shareholder Services

Florida, Florida Franklin Resources, LLC.

Posted today

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Job Description

Client Representative

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

What Is The Global Shareholder Services Group Responsible For?

Financial Professionals and Shareholders are at the center of all that we do as a Franklin Templeton Service Delivery team. We strive for simplicity, seek continuous improvement, and embrace innovation. Our contemporary model maximizes the talent of our people while leveraging capabilities offered by our industry-leading partners.

What Is The Client Representative Responsible For?

The Client Representative position is an exciting career opportunity on our Customer Service team. This position offers a rewarding career path in financial services! The Client Representative will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton's clients. In this role, you will have the opportunity to gain experience of the mutual fund industry and the products and services offered by Franklin Templeton in the financial services arena. The Client Representative position offers a robust training program in addition to on-going mentoring and support from your management team and peers.

This position may be filled as a Senior Client Representative or Client Specialist depending on the candidate's experience and qualifications.

What Are The Ongoing Responsibilities Of A Client Representative?

Demonstrate a high level of professionalism and confidentiality.

Provide world class service on all client interactions while applying strong knowledge of our products, procedures, and services.

Adhere to legal requirements and utilize product knowledge to facilitate financial and non-financial transactions in a complete and accurate manner.

Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team.

What Ideal Qualifications, Skills & Experience Would Help Someone To Be Successful?

Client Service/Customer Service experience.

Strong verbal and written communication skills.

Exceptional attention to detail and ability to multi-task and prioritize responsibilities.

Proficient computer skills, internet/intranet navigation abilities and the eagerness to learn new skills and software systems.

Bachelors degree (or equivalent combination of education and experience).

Ability to work a flexible schedule, Monday through Friday (no weekends) between 8:30 am 8:00 pm ET.

This position is hybrid in Rancho Cordova, CA or St. Petersburg, FL.

This position may be filled as a Senior Client Representative or Client Specialist depending on the candidates experience and qualifications.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick/leave/parental & caregiving leave/bereavement/volunteering/floating holidays) and a motivational wellbeing program. For the Client Representative role, we expect the annual salary for this position to range between $40,000.00 - $58,000.00, depending on location and level of relevant experience, plus discretionary bonus.

Experience Our Welcoming Culture And Reach Your Professional And Personal Potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

  • Three weeks paid time off the first year
  • Medical, dental, and vision insurance
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center*
  • Onsite cafeteria*

*Only applicable at certain locations

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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Client Representative - Global Shareholder Services

95741 Placerville, California Franklin Resources, LLC.

Posted today

Job Viewed

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Job Description

Client Representative

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

What Is The Global Shareholder Services Group Responsible For?

Financial Professionals and Shareholders are at the center of all that we do as a Franklin Templeton Service Delivery team. We strive for simplicity, seek continuous improvement, and embrace innovation. Our contemporary model maximizes the talent of our people while leveraging capabilities offered by our industry-leading partners.

What Is The Client Representative Responsible For?

The Client Representative position is an exciting career opportunity on our Customer Service team. This position offers a rewarding career path in financial services! The Client Representative will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton's clients. In this role, you will have the opportunity to gain experience of the mutual fund industry and the products and services offered by Franklin Templeton in the financial services arena. The Client Representative position offers a robust training program in addition to on-going mentoring and support from your management team and peers.

This position may be filled as a Senior Client Representative or Client Specialist depending on the candidate's experience and qualifications.

What Are The Ongoing Responsibilities Of A Client Representative?

Demonstrate a high level of professionalism and confidentiality.

Provide world class service on all client interactions while applying strong knowledge of our products, procedures, and services.

Adhere to legal requirements and utilize product knowledge to facilitate financial and non-financial transactions in a complete and accurate manner.

Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team.

What Ideal Qualifications, Skills & Experience Would Help Someone To Be Successful?

Client Service/Customer Service experience.

Strong verbal and written communication skills.

Exceptional attention to detail and ability to multi-task and prioritize responsibilities.

Proficient computer skills, internet/intranet navigation abilities and the eagerness to learn new skills and software systems.

Bachelors degree (or equivalent combination of education and experience).

Ability to work a flexible schedule, Monday through Friday (no weekends) between 8:30 am 8:00 pm ET.

This position is hybrid in Rancho Cordova, CA or St. Petersburg, FL.

This position may be filled as a Senior Client Representative or Client Specialist depending on the candidates experience and qualifications.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick/leave/parental & caregiving leave/bereavement/volunteering/floating holidays) and a motivational wellbeing program. For the Client Representative role, we expect the annual salary for this position to range between $40,000.00 - $58,000.00, depending on location and level of relevant experience, plus discretionary bonus.

Experience Our Welcoming Culture And Reach Your Professional And Personal Potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

  • Three weeks paid time off the first year
  • Medical, dental, and vision insurance
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center*
  • Onsite cafeteria*

*Only applicable at certain locations

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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Shareholder Advocacy & Corporate Engagement Specialist

20022 Washington, District Of Columbia Strategic Organizing Center

Posted today

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Job Description



WHO WE ARE and WHAT WE DO:
The SOC is a mission-focused center that develops strategies and implements tactics on transformational campaigns that confront corporate power. We partner with workers, allies and our affiliates - the Service Employees International Union (SEIU), Communication Workers of America (CWA), and the United Farmworkers of America (UFW) - whose 3 million members are united in building a strong, vibrant labor movement through organizing workers hungry for change. Through cutting-edge research and innovative campaigns, the SOC advocates for workers, consumers and other constituencies harmed by concentrated corporate power across a wide range of industries, including food service, transportation and logistics, communications, healthcare, manufacturing and more.

THE OPPORTUNITY:
The SOC Investment Group is the shareholder advocacy arm of the Strategic Organizing Center. We are seeking a Shareholder Advocacy & Corporate Engagement Specialist. You will work with a team to help organize and support investor engagement with publicly traded corporations. You'll research and monitor publicly traded companies to help advocate for corporate governance reforms, working closely with various investor groups and other stakeholders to help promote corporate accountability. As a member of the Investment Group team, you will assist in the development and execution of novel shareholder proposals, sign-on letters, and director accountability campaigns. You will also help craft our communications strategy and media messaging to support our work.

THE WORK:
* Conduct extensive corporate research and analysis to inform engagement on a range of issues including, but not limited to, human capital management, corporate governance, human rights, and political spending.
* Lead engagements with companies, investors, and proxy advisors through writing letters, crafting presentations, organizing webinars and forums, preparing reports, and participating in coalition work.
* Develop and maintain effective relationships with pension fund trustees and staff, other institutional shareholders, and the broader investor community.
* Gather and analyze data on industries; investor voting histories and policies; federal, state, and international standards; and other areas as assigned.
* Help with media outreach and development of the SOC Investment Group's social media profile.
* Represent the SOC Investment Group in external and internal forums.
* Perform other duties as required to support the SOC Investment Group.

An individual should demonstrate the following competencies to perform the essential functions of this position successfully:
* Attention to Detail and Accuracy: Thorough when performing work and conscientious about attending to detail.
* Project Management: Ability to effectively manage a workload with competing priorities and meet deadlines in a timely and efficient manner.
* Self-Management: Works independently and takes initiative. Able to critically evaluate their own work before submitting projects to their supervisor.
* Adaptability: Ability to navigate ever evolving regulatory requirements and standards and keep up to date with the latest developments.
* Collaborative: Ability to work with members of the IG staff on a variety of tasks, including occasional administrative work; responds positively to instructions and feedback.
* Communications: Ability to communicate our strategies externally with companies and other investors, as well as non-investor stakeholders. Ability to communicate internally with team members regarding questions or concerns that may arise.

WHO WE ARE LOOKING FOR:
The SOC Investment Group is seeking candidates who are passionate about our mission and are highly proactive. Candidates for employment at the SOC, regardless of position, will consistently demonstrate the following:
* Excellent writing, political, communication, and organizational skills.
* Ability to conduct thorough research to identify material risks at specific companies or industries.
* An understanding of current trends and best practices in proxy voting and shareholder rights.
* Ability to think critically and analytically and use sound judgment.
* Ability to present complex issues to a variety of audiences, both investor and non-investor.
* Good computer skills, including key Office 365 programs (Word, Excel, PowerPoint, and Teams), Zoom, and on-line information sources, such as EDGAR.
* Interested in learning and developing new skills and a willingness to ask questions.
* Strong relationship building and interpersonal skills.
* A strong commitment to social justice.
* Knowledge of financial, legal, and investor research platforms, including Capital IQ, Diligent, ISS Voting Analytics, PACER, and Lexus Nexus
* Working knowledge of SharePoint, Power BI, and Zoom webinars.
* Good professional network in the investor or labor union communities.
* Experience with media, including taking interviews, writing op-eds, and working with communications professionals to craft messages for press outreach.
* Experience conducting corporate transaction, financial, or executive compensation analysis.

Minimum Required Education and Experience:
* Advanced degree or BA or BS plus equivalent job experience required in economics, business, finance, labor relations, legal or related fields.
* Minimum of five years (5) work experience with labor, financial, public interest, or governmental organizations preferably with experience advocating to improve the human capital management practices of companies.

Physical Demands & Working Environment:
* The Shareholder Advocacy and Corporate Engagement Specialist is expected to spend at least two days per week in-office at our Washington, DC location and may work remotely otherwise.
* Willingness to travel, occasionally work long and irregular hours for conferences and to attend corporate annual meetings, particularly in the Spring and Fall.

WHAT WE OFFER:
COMPENSATION & BENEFITS

Compensation:

Salary is calculated based on years of experience, with annual increases according to an established salary scale. The salary range for this position is $88,574 - $105,762. This is a full-time exempt position.

Benefits:

The SOC is proud to offer a comprehensive benefits package that prioritizes the well-being and development of our employees:
* Health Insurance: Enjoy 100% employer-paid health coverage, including medical, dental, vision, and prescription benefits for you, your spouse or domestic partner, and children.
* Retirement Savings: After six months of employment, benefit from a generous 12% salary contribution to your 401K retirement plan.
* Life and Disability Insurance: We fully cover premiums for life insurance as well as short- and long-term disability insurance.
* Additional Perks: Receive cell phone provision, Commuter Benefits, and access to Flexible Spending Accounts (FSA) to help manage your expenses.
* Paid Time Off: Accrue 13 days of sick leave, enjoy 14 paid holidays, and take advantage of 10 days of paid vacation (which increases with seniority up to 25 days per year). You'll also receive 2 personal days and 4 days of compensatory time.
* Parental Leave: Benefit from 8 weeks of paid parental leave to support your growing family.
* Professional Development: We are committed to your growth, providing a professional development budget each year for every staff member to enhance skills and career advancement.

Join us in a supportive environment where your health, well-being, and professional growth are our top priorities!

APPLICATION REQUIREMENTS:
A resume is required for all applications and a cover letter is highly suggested. Your cover letter should explain your reasons for wanting to work at the SOC, an example of how you demonstrated success in a similar position, and a description of how this position fits into your long-term career plan. Please go to our website scroll to the bottom and click on "Careers at the SOC" to be taken to our job board.

Women and people of color are strongly urged to apply. The Strategic Organizing Center does not discriminate in any of its programs, procedures, or practices on the basis of race, color, religion, caste, creed, sex, age, marital status, national origin, mental or physical disability, political belief or affiliation, pregnancy and pregnancy related condition(s), veteran status, sexual orienta­tion, gender identity and expression, genetic information, natural and protective hairstyle and any other class of individuals protected from discrimination under state or federal law in employment and application for employment.
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Shareholder Advocacy & Corporate Engagement Specialist

20022 Washington, District Of Columbia The Strategic Organizing Center

Posted today

Job Viewed

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Job Description

Overview

The SOC is a mission-focused center that develops strategies and implements tactics on transformational campaigns that confront corporate power. We partner with workers, allies and our affiliates the Service Employees International Union (SEIU), Communication Workers of America (CWA), and the United Farmworkers of America (UFW) whose 3 million members are united in building a strong, vibrant labor movement through organizing workers hungry for change. Through cutting-edge research and innovative campaigns, the SOC advocates for workers, consumers and other constituencies harmed by concentrated corporate power across a wide range of industries, including food service, transportation and logistics, communications, healthcare, manufacturing and more.

The Opportunity

The SOC Investment Group is the shareholder advocacy arm of the Strategic Organizing Center. We are seeking a Shareholder Advocacy & Corporate Engagement Specialist. You will work with a team to help organize and support investor engagement with publicly traded corporations. Youll research and monitor publicly traded companies to help advocate for corporate governance reforms, working closely with various investor groups and other stakeholders to help promote corporate accountability. As a member of the Investment Group team, you will assist in the development and execution of novel shareholder proposals, sign-on letters, and director accountability campaigns. You will also help craft our communications strategy and media messaging to support our work.

The Work
  • Conduct extensive corporate research and analysis to inform engagement on a range of issues including, but not limited to, human capital management, corporate governance, human rights, and political spending.
  • Lead engagements with companies, investors, and proxy advisors through writing letters, crafting presentations, organizing webinars and forums, preparing reports, and participating in coalition work.
  • Develop and maintain effective relationships with pension fund trustees and staff, other institutional shareholders, and the broader investor community.
  • Gather and analyze data on industries; investor voting histories and policies; federal, state, and international standards; and other areas as assigned.
  • Help with media outreach and development of the SOC Investment Groups social media profile.
  • Represent the SOC Investment Group in external and internal forums.
  • Perform other duties as required to support the SOC Investment Group.

Competencies
  • Attention to Detail and Accuracy: Thorough when performing work and conscientious about attending to detail.
  • Project Management: Ability to effectively manage a workload with competing priorities and meet deadlines in a timely and efficient manner.
  • Self-Management: Works independently and takes initiative. Able to critically evaluate their own work before submitting projects to their supervisor.
  • Adaptability: Ability to navigate ever evolving regulatory requirements and standards and keep up to date with the latest developments.
  • Collaborative: Ability to work with members of the IG staff on a variety of tasks, including occasional administrative work; responds positively to instructions and feedback.
  • Communications: Ability to communicate our strategies externally with companies and other investors, as well as non-investor stakeholders. Ability to communicate internally with team members regarding questions or concerns that may arise.

Who We Are Looking For

The SOC Investment Group is seeking candidates who are passionate about our mission and are highly proactive. Candidates for employment at the SOC, regardless of position, will consistently demonstrate the following:

  • Excellent writing, political, communication, and organizational skills.
  • Ability to conduct thorough research to identify material risks at specific companies or industries.
  • An understanding of current trends and best practices in proxy voting and shareholder rights.
  • Ability to think critically and analytically and use sound judgment.
  • Ability to present complex issues to a variety of audiences, both investor and non-investor.
  • Good computer skills, including key Office 365 programs (Word, Excel, PowerPoint, and Teams), Zoom, and on-line information sources, such as EDGAR.
  • Interested in learning and developing new skills and a willingness to ask questions.
  • Strong relationship building and interpersonal skills.
  • A strong commitment to social justice.
  • Knowledge of financial, legal, and investor research platforms, including Capital IQ, Diligent, ISS Voting Analytics, PACER, and Lexus Nexus
  • Working knowledge of SharePoint, Power BI, and Zoom webinars.
  • Good professional network in the investor or labor union communities.
  • Experience with media, including taking interviews, writing op-eds, and working with communications professionals to craft messages for press outreach.
  • Experience conducting corporate transaction, financial, or executive compensation analysis.


Minimum Required Education And Experience
  • Advanced degree or BA or BS plus equivalent job experience required in economics, business, finance, labor relations, legal or related fields.
  • Minimum of five years (5) work experience with labor, financial, public interest, or governmental organizations preferably with experience advocating to improve the human capital management practices of companies.

Physical Demands & Working Environment
  • The Shareholder Advocacy and Corporate Engagement Specialist is expected to spend at least two days per week in-office at our Washington, DC location and may work remotely otherwise.
  • Willingness to travel, occasionally work long and irregular hours for conferences and to attend corporate annual meetings, particularly in the Spring and Fall.


What We Offer
COMPENSATION & BENEFITS
Compensation

Salary is calculated based on years of experience, with annual increases according to an established salary scale. The salary range for this position is $88,574 - $05,762 . This is a full-time exempt position.

Benefits

The SOC is proud to offer a comprehensive benefits package that prioritizes the well-being and development of our employees:

  • Health Insurance: 100% employer-paid health coverage, including medical, dental, vision, and prescription benefits for you, your spouse or domestic partner, and children.
  • Retirement Savings: After six months of employment, benefit from a generous 12% salary contribution to your 401K retirement plan.
  • Life and Disability Insurance: We fully cover premiums for life insurance as well as short- and long-term disability insurance.
  • Additional Perks: Cell phone provision, Commuter Benefits, and access to Flexible Spending Accounts (FSA).
  • Paid Time Off: 13 sick days, 14 paid holidays, 10 paid vacation days (increases with seniority up to 25 days per year), 2 personal days, and 4 days of compensatory time.
  • Parental Leave: 8 weeks of paid parental leave.
  • Professional Development: A professional development budget each year for every staff member.

Join us in a supportive environment where your health, well-being, and professional growth are our top priorities!

Application Requirements

A resume is required for all applications and a cover letter is highly suggested. Your cover letter should explain your reasons for wanting to work at the SOC, an example of how you demonstrated success in a similar position, and a description of how this position fits into your long-term career plan. Please go to our website , scroll to the bottom and click on Careers at the SOC to be taken to our job board.

Women and people of color are strongly urged to apply. The Strategic Organizing Center does not discriminate in any of its programs, procedures, or practices on the basis of race, color, religion, caste, creed, sex, age, marital status, national origin, mental or physical disability, political belief or affiliation, pregnancy and pregnancy related condition(s), veteran status, sexual orientation, gender identity and expression, genetic information, natural and protective hairstyle and any other class of individuals protected from discrimination under state or federal law in employment and application for employment.

Compensation: From 88,574 to 105,762 per year

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Asset Management - Shareholder Services - Analyst

43201 Columbus, Ohio JPMorgan Chase

Posted 7 days ago

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Job Description

If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you!
As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.
The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change.
**Job Responsibilities**
+ Participate in problem resolution for client accounts
+ Process trades and information requests for clients
+ Educate clients about JPMorgan products and valueadd resources
+ Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses
**Required qualifications, capabilities and skills**
+ Possess high energy, a great attitude and exceptional service skills
+ Bachelor's Degree or equivalent client service experience
+ Industry knowledge
+ Strong written and oral communication skills
+ Relationship building and problem solving skills
+ Attention to detail
+ Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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Asset Management - Shareholder Services - Analyst

43081 Westerville, Ohio JPMorgan Chase Bank, N.A.

Posted 8 days ago

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Job Description

Permanent
If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you!

As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change.

Job Responsibilities

  • Participate in problem resolution for client accounts
  • Process trades and information requests for clients
  • Educate clients about JPMorgan products and valueadd resources
  • Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses

Required qualifications, capabilities and skills
  • Possess high energy, a great attitude and exceptional service skills
  • Bachelor's Degree or equivalent client service experience
  • Industry knowledge
  • Strong written and oral communication skills
  • Relationship building and problem solving skills
  • Attention to detail
  • Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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NANA Administrative Office Assistant- Shareholder Records (Onsite)

99752 Ambler, Alaska NANA Regional Corporation

Posted 13 days ago

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Job Description

**Job Description**
This position operates under an exemplary level of customer service, has the responsibility to answer incoming calls, greet visitors to the building and direct them to the appropriate party while following security protocols. This position performs administrative tasks and must maintain the highest level of confidentiality regarding all organizational information. This role supports all departments and provides specific support to those departments experiencing high volume of traffic assisting shareholders. This person also interacts with all NANA companies, shareholders, employees, and clients on a daily basis.
**Responsibilities**
**Customer Service/Receptionist Duties**
+ Reports to work as scheduled and is punctual and reliable.
+ Answers phone and directs calls or transmits messages as required.
+ Assists callers in contacting the proper person or area of inquiry, this involves appropriately screening the visitor and detailed notification to the correct department of the visitors' information and reason for the visit.
+ Greets visitors to the office and follows established security protocol. Assists shareholders, visitors, applicants, new hires, employees and the public in making contact with the proper person or area within the building or companywide. This involves appropriate screening of the visitor and detailed notification to the correct department of the visitor's information and the reason for the visit.
+ Notifies supervisor and VP/COO of all process servings.
+ Sort and process incoming and outgoing mail, including preparing items for shipment.
+ Manages conference room schedule and assists employees in locating conference rooms within NANA.
+ Facilitates the approval of meeting room requests for outside entries. Reviews building protocols including reviewing evacuation procedures with the host.
+ Operates and maintains a variety of general office machines or equipment such as copiers, fax machines, etc.
+ Maintains the cleanliness of conference rooms, mail room, coffee area or kitchen and shared work areas.
+ Follows up on facility maintenance and support issues.
**Security & Safety**
+ Works with others on following safety rules
+ Works with the Director of Safety and Facilities to address safety issues, conduct fire drills and following evacuation procedures.
+ Familiar with building layout and security protocols. Instructs visitors to sign-in/sign-out the log as appropriate.
+ Ensures only authorized individuals gain entrance to internal offices.
+ Participate in the building evacuation process, including maintaining check off lists and muster locations.
+ In coordination with your supervisor and the Director of Safety and Facilities, monitors door, security alarms, emergency exits, emergency calls including ensuring properly locking or unlocking the entrance during work hours.
**Administrative support duties**
+ Performs general office duties including general written or electronic correspondence.
+ Maintains office assignment listing and provides updates to the Director of Facilities & Safety and others as needed.
+ Manages storage archives for retention, protection, retrieval, transfer, and disposal of records.
+ Provides notary services as needed.
**Executive office support**
+ Creates binders and packets for meetings.
+ Works with the senior executive assistant to maintain the cleanliness of the President and VP/COO office, including stocking office with office and meeting supplies.
**Coordination of procurement & logistics**
+ Manages incoming requests for purchases. Uses internet resources to manage purchasing and shipping costs. Cross-trains others on utilizing existing resources.
+ Purchases basic office supplies for the office, then processes invoices by coding and obtaining approval for purchases.
+ Manages the pickup and delivery of packages as needed.
+ Maintains office efficiency by overseeing maintenance, upkeep of equipment and supplies.
**Office management**
+ Assigns workspace to incoming visitors and staff.
+ Selects and trains on-call support staff. Schedules and assign and follows up on work results.
+ Contributes to team effort by accomplishing related results as needed.
+ Maintains a friendly and professional relationship with staff and others.
+ Operates in a climate of confidentiality requiring discretion.
**IT Support**
Supports the IT department by assisting IT with resolution of work requests.
+ May assist users by sending support request to and notifies the IT Director of urgent requests.
+ Follows up as needed to ensure completion.
**HR Support**
Support the HR department by assisting with HR related inquires made of Recruiting, Onboarding, Benefits, and Employee Relations. This involves assistance including but not limited to:
+ Provide appropriate forms.
+ Processes verification of paperwork to ensure all relevant information has been completed.
+ Pre-employment UA screening may be conducted as needed. Being discreet is essential.
+ Screen new hires to ensure they have proper I-9 documentation prior to notifying onboarding; this may require instructing new hires of appropriate documents as needed.
**Shareholder Relations**
+ Refers inquiries for employment to the NANA website; assist new hires with password resets and applying for jobs on applicant computers.
+ Completes report on shareholder related tasks.
**Shareholder Records**
+ Assist Shareholders with all Shareholder Records forms and make copies of documents needed for the forms.
+ Assist shareholders over the phone with, and process: change of address forms, shareholder verification, SH NANA card, and dividend confirmation requests, in Granite.
+ Correspond and print emails and documents received from shareholder records e-mail .
+ Screen and transfer calls to appropriate SHR Employee.
+ Open and sort Shareholder Records Mail.
+ Other Duties as Assigned.
**Department Support**
+ Assists with special projects and/or over flow work as assigned.
+ May be assigned to code incoming invoices for other departments and provide support in scanning documents electronically.
**Duties, responsibilities, and activities may change at any time with or without notice.**
**Personal Qualities**
+ Ability to work with minimal supervision.
+ Demonstrate a high level of personal integrity.
+ Ability to demonstrate appropriate telephone etiquette.
+ Ability to work well with people individually or in groups.
+ Self-motivated and able to manage their own time to meet commitments and manage areas of responsibilities.
+ Strong organizational skills and ability to manage multiple tasks with proper attention to detail.
+ Ability to analyze and problem solve.
+ Proficient in oral and written communications, interpersonal and listening skills.
+ Ability to self-manage workload and meet deadlines.
+ Willingness to learn advance software skills.
**Qualifications**
+ A high school education (or GED).
+ Minimum of 2 years' clerical experience.
+ Must be able to operate computer & Microsoft applications. Proficient in Microsoft Suite: Word, Excel, PowerPoint, Outlook.
+ Driver's License with a driving record that meets NANA's insurance requirements.
Working Conditions and Physical Requirements
**Weather:** Indoors - environmentally controlled; requires most or all work to be done inside.
**Noise level:** The noise level in the work environment is usually that of a standard office atmosphere
**Description of environment:** Office building with standard office environment.
**Physical requirements:** Employee is required to occasionally lift and/or move up to 25 lbs. Frequently required to sit, stand, walk, use hands/fingers to handle or feel, climb, stoop, kneel, crouch or crawl, talk/hear, see, taste/smell, and carry weight/lift.
**Travel:** No
Competencies
+ Customer Service - Manages difficult or emotional shareholder situations; responds promptly to shareholder needs; solicits feedback to improve service; responds to request for service and assistance; meets commitments in a timely manner.
+ Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others ideals.
+ Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
+ Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
The position requires reading, detailed work, problem solving, interactions with other companies including other NANA companies, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, will require the employee in the position to manage multiple concurrent tasks, and handle constant interruptions.
**Equal Opportunity Employer** NANA Regional Corporation, Inc. and its subsidiaries are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender (including pregnancy, gender-identity and sexual orientation), age, disability, genetic information, veteran protected status or any other characteristic protected by applicable law. NANA grants employment preference to shareholder of NANA, their spouses and descendants to the extent allowed by law.
**Accommodation Requests for Job Seekers with a Disability.** If you are a job seeker with a disability and require accessibility assistance or an accommodation for any part of the employment process, contact us at or .
**Default: Location : Location** _US-AK-Kotzebue_
**Job ID** _ _
**Work Type** _On-Site_
**Work Location** _Kotzebue_
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