Plans Specialist

Computershare • Louisville, KY

13d • Hybrid

About The Position

Computershare is looking for a Plans Specialist to join their growing team at the Global Core Operations Team. The Plans Specialist role operates within this division at a regional level and must perform their tasks within defined service delivery guidelines, including successful delivery within agreed timeframes and quality standards. The Plans Specialist is also expected to work collaboratively across teams both within the same department and other internal Computershare partners, supporting continuous improvement and project related activity related to the role. 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

• Process participant/client transactions in support of Employee Plans transactions including but not limited to: 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 including but not limited to: 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed