Treasury Coordinator

Position Overview

The Davey Tree Expert Company has a career opportunity in the Kent, Ohio corporate office for a full-time Treasury Coordinator.

Job Duties

Responsible for delivering high quality customer service to all Davey Shareholders. This position will be the first point of contact between shareholders and the Treasury Department. This position will answer shareholder questions on the Davey Tree Equity Programs, process all types of stock transactions, provide written correspondence, and check processing.  There will be additional opportunities, when appropriate, for further development into shareholder relations, banking analysis and reporting.  Special projects as necessary. 
 

Qualifications

• Assist in shareholder relations by answering telephone calls and email messages.  Answer the inquiries when appropriate, take detailed messages, route calls to appropriate individuals, etc.
• Process various stock transactions such as redemptions, purchases, certificate replacements, stock issuances, transfers, etc.
• Compose and prepare routine correspondence to shareholders.
• Help drive improvements to Employee Stock Purchase Plan (ESPP) related mailing processes.
• Assist with various mass mailings relating to shareholder activity.
• Develop and maintain a system for returned mail.
• Process check requests and invoices.
• Scan documents to PDF and set up hyperlinks.
• Sort and distribute incoming mail and prepare outgoing mail via email, fax, FedEx, etc.
• Maintain and organize filing systems (electronic and hard copy).
• Assist in the maintenance of the Microsoft Access Shareholder Database (i.e., update addresses, record stock transactions, etc.) with strict confidentiality.
• Special projects as assigned.

Additional Information

• High School Degree or GED. Bachelor’s degree in business administration preferred.
• Minimum 1-3 years of business finance or other relative experience.
• Must work well in teams and excel in a fast-paced environment.  Must be flexible.
• Takes initiative and is coachable.
• Fluency with Excel formulas and functions.
• Knowledge of Microsoft Office applications (Outlook, Word, Excel, PowerPoint, Access); SAP a Plus
• Must be able to professional communicate both written and verbal.
• Ability to prioritize tasks to meet deadlines.
• Must maintain strict confidentiality.
• Continual attention to detail in composing, typing, and proofing materials.
• Professional appearance.