Shareholder Correspondence Specialist
The Shareholder Correspondence Specialist will develop and deliver communication and customer service to internal and external clients, which may include shareholders, vendors, managers, and other associates. Key areas of focus include responding to e-mail inquiries, composing and reviewing general correspondence to shareholders, and preparing website content.
Key Responsibilities
- Composing, editing and/or proofreading of correspondence for Harbor Funds shareholders and other document output. The components include: content, grammar, clarity and style.
- Responding to inquiries received electronically via the "Contact Us" section of the website.
- Researching and preparing content for the Frequently Asked Questions segment of the website.
- Applying understanding of technical/business writing principles to Harbor Services Group's document library of correspondence templates.
- Willingness to shift focus and responsibilities dependent on the need of other groups to support teamwork within the transfer agency.
- Other duties or departmental project work as assigned.
Minimum Qualifications, Knowledge & Skills Required
- Bachelor's degree from a four-year college or university strongly preferred.
- Two years or more of business writing experience.
- Must be flexible, innovative and have the ability to manage responsibilities and priorities in a fast-paced and time-critical environment.
- Competencies must include excellent presentation/facilitation, organizational, analytical, interpersonal and written/oral communication skills.
Harbor Capital Advisors, Inc. is an equal opportunity employer committed to a diverse workforce. M/F/D/V
Working at Harbor Capital Advisors
What is working at Harbor Capital Advisors all about? What can we offer that makes us a unique employer in the investment management industry? What type of career opportunities exist?
- Working at Harbor means we expect you to put 100% of your effort toward supporting our shareholders. We believe the best interests of our shareholders always come first.
- A career at Harbor means that you have the opportunity for broad exposure to multiple aspects of our business. Your access to both senior managers and colleagues across the company can provide rewarding work assignments and learning opportunities.
- We offer the best advantages and efficiencies of a smaller company while providing the resources of a larger one. At Harbor, if you can identify ways to improve the business, you'll often be given the opportunity and resources to implement them.
- Central to Harbor's past and future successes is integrity – our most important principle.
- We hire talented people with an excellent work ethic; we pay fairly and we reward achievement.
Whether you are beginning your career in the investment management industry or are looking to continue your development and reach new goals, you should strongly consider the opportunities at Harbor.
We offer the following comprehensive benefits and programs:
- A competitive compensation program that recognizes individual performance and contributions
- Comprehensive medical (PPO and HMO) and dental options effective on date of hire
- Short-Term and Long-Term Disability insurance coverage
- 401(k) Plan with dollar-for-dollar match up to 4% of base salary; we will also contribute 50 cents for each dollar contributed between 4% and 6% of eligible pay. If you contribute at least 6% of pay, we will make a matching contribution equal to 5% of eligible earnings. You are always fully vested in 401(k) contributions
- Retirement contributions of 5% of eligible pay after completion of 12 months of service, retroactive to your first day of employment
- Medical and Dependent Care Flexible Spending Accounts
- Group Life insurance in an amount equal to twice your annual base salary up to maximum of $500,000; In addition, Optional Life and AD&D insurance are available for purchase
- Paid vacation days
- Nine or ten paid holidays, annually
- Three personal days, annually
- Commuter Benefits Program for flex transit and parking
- Employee Assistance Program
- Educational Expense Reimbursement Program
- Easy access to public transportation
- Building amenities include parking garage with available car wash services, on-site restaurant, health club facilities and complimentary concierge and bike storage
We think you will find our central loop location convenient, offering an easy walk to public transportation. Our building is the first certified LEED all-business structure to be built in Chicago.
