Employee Equity Plans Specialist

ComputershareLouisville, KY
Hybrid

About The Position

Computershare is looking for someone who is looking for a technical position to join our growing team at Global Core Operations Team as an Employee Equity Plans Specialist. The Employee Equity Plan Specialist role operates within this division at a regional level and must perform their tasks within defined service delivery guidelines. The guidelines include successful delivery within agreed timeframes and quality standards. The Employee Equity Plan Specialist is also expected to work collaboratively across teams both within the same department and other internal CPU partners, supporting continuous improvement and project related activity related to the role. As an EEP Specialist, you will be responsible for processing Employee Equity Plans transactions for Discretionary & Contributory Employee Plans based upon client requirements in a timely and accurate manner. Employee Plans transactions include Stock Options purchases / sales, related issuances, ESPP Purchases/Allocations, etc. Dividend Processing, etc.

Requirements

  • Financial Services background
  • Strong written and verbal communication skills
  • Advance level knowledge/use of Microsoft Excel required
  • Ability to work independently, self-motivated.
  • Strong attention to detail
  • Technical skills

Nice To Haves

  • SQL Experience is preferred

Responsibilities

  • Process participant/client transactions in support of Employee Plans transactions including but not limited to: Daily Proof Settlement Processing
  • Disbursement Processing
  • Incoming Cash monitoring
  • Review/Release Client Wires
  • Monitor market transactions
  • Process Batch Trades
  • Daily Share Settlement Processing
  • Review/clear exception items related to rejected transactions, out-of-proof conditions, aged cash/share items and client inquiries including but not limited to: Monitor Issuance Rejects
  • Balance Nominee Accounts
  • Tie out daily Trade Activity
  • Monitor Daily Disbursement Rejects
  • End of Day Reconciliation of all Incoming Cash
  • Monitor Trading Accounts
  • Research & Resolve aged items, partner with Reconciliation Team
  • Work with client management team as needed to determine disposition of any unidentified transactions.

Benefits

  • Paid parental leave, flexible working and a caring and inclusive culture
  • Health and well-being rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
  • Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
  • Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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