Plans Specialist

Computershare•Louisville, KY

3d•$44,882 - $67,324•Hybrid

About The Position

Computershare is looking for a Plans Specialist to join their growing Global Core Operations Team. This role operates at a regional level and requires tasks to be performed within defined service delivery guidelines, including successful delivery within agreed timeframes and quality standards. The Plans Specialist is expected to work collaboratively across teams, supporting continuous improvement and project-related activities. This is a technical position within a company that is a global leader in stakeholder communications.

Requirements

Great attention to detail
Ability to think independently
Problem-solving skills
Ability to work quickly
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
General knowledge of the Stock Transfer industry would be an asset

Responsibilities

Processing Employee Equity Plans transactions for Discretionary and Contributory Employee Plans based upon client requirements in a timely and accurate manner.
Processing Employee Plans transactions including Stock Options purchases / sales, related issuances, ESPP Purchases/Allocations, etc.
Daily Proof Settlement Processing
Disbursement Processing related to manual payments
Conversion request
Incoming Cash monitoring
Review/Release Client Wires
Process daily reporting and journal entries
Audit various reports and ensure compliance
Interact daily with internal departments and Computershare’s business partners
Cross-train on other functions
Create and maintain documents
Review/clear exception items related to rejected transactions, out-of-proof conditions, aged cash/share items and client inquiries
Monitor Issuance Rejects
Monitor Daily Disbursement Rejects
End of Day Reconciliation of all Incoming Cash
Research and resolve aged items, partner with Reconciliation team
Work with client management team as needed to determine disposition of any unidentified transactions.

Benefits

Flexible work to help you find the best balance between work and lifestyle
Health and wellbeing rewards that can be tailored to support you and your family including paid time off, observed holidays, and vacation pay
Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well
Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future

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