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Innisfree M&A Incorporated

Shareholder Engagement Specialist

Innisfree M&A Incorporated

. Place calls to existing stockholders .

Posted 10/28/2026contractRemote • Pennsylvania • United StatesMid-LevelSenior💰 $16 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and problem-solving skills while providing assistance to stockholders. Proficient in handling inquiries related to finance and investments, with a focus on attention to detail and customer service.

Highest-signal resume keywords
Financial ExperienceCommunication SkillsProblem-Solving SkillsAttention To DetailTechnological Proficiency

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
FinanceInvestmentsCall Center ExperienceComputer-Based TrainingWindows 10Windows 11
Soft Skills
Great CommunicationListening SkillsPhone PresenceTactful Problem Handling
Tools & Technologies
Personal ComputerStrong Internet Connection
Industry Keywords
Stockholder AssistanceVoting ServicesAnnual Shareholder MeetingsBachelor's Degree

Tech Stack

Tools & technologies
Linux

About the role

Key responsibilities & impact
  • Place calls to existing stockholders
  • Provide assistance and answer stockholder questions
  • Offer voting services for Annual/Special Shareholder Meetings
  • Work remotely through the Pittsburgh office
  • Complete computer-based training

Requirements

What you’ll need
  • Personal Computer (Windows 10 or Windows 11 with 8GB RAM); MAC/Chromebook/Linux/S mode not supported
  • Strong Internet Connection
  • Technologically proficient
  • Great communication/listening skills/phone presence
  • Ability to handle problems and issues in a tactful manner
  • Attention to detail
  • Minimum of 1 year experience in finance, investments, or in a call center environment (Preferred)
  • Financial or personal/professional experience with stocks/investments (Preferred)
  • Bachelor’s degree in business, finance, accounting, or other related field (Preferred)

Benefits

Comp & perks
  • Opportunity for overtime
  • Overtime paid at 1.5x the hourly rate for hours worked over 40
  • Opportunity for advancement based on ability to learn, work ethic, and job performance
  • Computer-based training provided