Shareholder Relations Executive

Wilmington, DE

We are currently seeking a Shareholder Relations Administrative Assistant n the Wilmington, DE office. Someone who is highly organized, personable, attentive to detail and thrives in a fast-paced environment will do well in this position. Our most successful employees are service oriented and work well as a team player.

As a Shareholder Relations Executive, you will be primarily responsible for shareholder relations and shareholder related tasks. Additionally, there will be some opportunity to assist with compliance for federal, state & local (entity level), international for a large S-Corporation as time permits.

Job Responsibilities

• Develops and maintains a company shareholder relations plan
• Performs a comprehensive analysis, including financial metrics and differentiation
• Develops and monitors performance metrics for the shareholder relations function
• Monitors operational changes through ongoing contacts with company management, and develops shareholder relations messages based on these changes
• Creates presentations, press releases, and other communication materials as necessary
• Manages the shareholder relations portion of the company partner hub site
• Serves as the key point of contact for the shareholder/delegate community
• Organizes details needed for board meetings
• Provides feedback to management regarding the perception of how the company is being managed, and their view of its financial results
• Provides feedback to the tax team regarding the stock repurchase/sales/transfers as well as dividend & director fee changes
• Track all shareholder changes throughout the year and jurisdictional approvals including but not limited to share transaction requests, bank account changes, address changes, state of residency/domicile changes, stock transfers, and other items as needed and keeping Treasury, Accounting and Tax updated with changes
• Accumulate trust agreements, W-9, and other pertinent legal documents as needed
• Ownership and review of shareholder dividend supplier list
• Maintenance of shareholder ownership family trees
• Respond to requests related to tax payments, proof of payments, proof of company ownership, etc.
• Respond to shareholder requests for personal financial statement preparation
• Maintain online shareholder portal for delivery of confidential documents to shareholders including K-1’s, quarterly tax distribution and director fee summaries, affidavit forms, and annual tax elections
• Own, prepare and manage annual composite and withholding election process and related required affidavits
• Interact with wider finance team on shareholder related issues, including Treasury, Payroll, Accounting, Legal, and Tax
• Assist with implementation of process improvements to include automation and updating and creating policy and procedures
• Own and manage the quarterly director fee and dividend processes including the payment request and follow through as well as the related reconciliations and journal entries needed for accounting
• Own and manage the annual US Certificate of Residency process
• Respond to jurisdictional requests regarding ownership
  

What technical skills, experience and qualifications do you need?

• Bachelor’s Degree
• Five+ Years of Experience in Corporate Communications
• S Corporation or Partnership experience preferred
• Experience with trusts and estates is a plus
• Experience with Excel required
• Alteryx experience also a plus
• Effective interpersonal, written, and verbal skills
• Detailed Oriented with ability to multi-task in a fast-paced environment

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Additional Candidate Considerations

The information above describes the general nature and level of work performed by employees in this role. It is not intended to be a description of all duties, responsibilities, and qualifications.

As CSC is actively hiring around the world, we may retain your CV in our database for other opportunities, unless you direct us otherwise.

Below would be one of the following Global Mobility options:

• Candidates for this position must be eligible to work in the country without sponsorship.

As used in this posting, CSC refers to all of our global business units. Please see cscglobal.com for a detailed description of our businesses, locations, services, and products.