Shareholder Services Specialist

Anticipated End Date:

2026-08-21

Position Title:

Shareholder Services Specialist

Job Description:

Shareholder Services Specialist

Location: This role requires associates to be in-office 3-4 days per week at our Indianapolis location, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace.

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location will not be considered for employment, unless an accommodation is granted as required by law.

The Shareholder Services Specialist is responsible for supporting the Shareholder Services operations and provides corporate governance support for the Board of Directors of a large, publicly traded company in a fast-paced environment.  They are responsible for overseeing shareholder records and ownership and coordinating activities related to the annual shareholder meeting and the Elevance Health proxy statement, as well as assisting with department budgets.  The candidate will interact with Elevance Health’s Corporate Secretary, other members of senior management and Elevance Health’s Board of Directors.

How You Will Make an Impact:

• Responds to shareholder inquiries and act as liaison with the transfer agent.
• Supports preparation and distribution of the annual proxy statement.
• Assists with Section 16 reporting and insider trading compliance activities, including the preparation and filing of Forms 3, 4 and 5 with the SEC.
• Assists with the quarterly dividend process and other shareholder mailings.
• Provides support for the Shareholder Services and Corporate Governance sections of the company website.
• Assists with Corporate Governance deliverables, including research and preparation of director and officer questionnaires.
• Coordinates inputs across Legal, Finance, Human Resources, Investor Relations, and Corporate Communications to support accurate and timely deliverables.
• Maintains shareholder records and documentation in accordance with established procedures and regulatory requirements.

Minimum Requirements:

Requires a BA/BS in business or a related field and a minimum of 3 years of public company shareholder services experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities, and Experiences:

• Experience in shareholder services and corporate governance, including at a publicly traded company.
• Experience with shareholder meetings and shareholder interactions.
• Excellent attention to detail, organization and communication skills. 
• Ability to handle and prioritize multiple tasks. 
• Experience managing vendors, including service level compliance, invoice review and contract compliance.
• Proficient in Microsoft Word, Outlook, Excel, Adobe professional and Form 4 filing software (Workiva or any other brand). 
• Ability to learn new software programs. 
• Experience with proxy statements and SEC Forms 3, 4 and 5 for officers and directors. 

Job Level:

Non-Management Exempt

Workshift:

1st Shift (United States of America)

Job Family:

LEG > Legal Support

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities – and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.

NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words — the job is posted until 3/13, not through 3/13.