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Full-time
Flexible work, Health and wellbeing rewards, Paid time off, Observed holidays, Vacation pay, Employee share purchase plan
Posted 13d ago
Apply by Aug 14
~40 hrs/week
Responsibilities
The Plans Specialist processes employee equity plan transactions, including stock options and ESPP purchases, while ensuring accuracy and compliance with service guidelines. They are also responsible for reconciling daily cash and share items, resolving transaction exceptions, and collaborating with internal teams.
Requirements
Candidates should have a background in financial services, strong attention to detail, and advanced proficiency in Microsoft Excel. Experience with SQL is preferred, along with the ability to work independently and communicate effectively.
Full job description
Location: Louisville KY, Montreal CA, and New Jersey (Hybrid)
In this position, you’ll be based in the Montreal, Calgary, Toronto CA or Louisville KY office locations for a minimum of three days a week, with the flexibility to work from home for some of your working week. This role has in-office operational requirements and so we’re unable to consider employees who wish to continue an existing, fully remote working arrangement.In Toronto the standard work week is 37.5 hours, typically Monday to Friday from 8:00 am to 4:30 pm.
We give you a world of potential
Computershare is looking for someone who is looking for a technical position to join our growing team at Global Core Operations Team as a Plans Specialist.
The Plans 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 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.
If you are interested in a role with a company that is a global leader in stakeholder communications where you can truly help people, this is the position for you!
A role you will love
As a Plans Specialist, you will be responsible for processing Employee Equity Plans transactions for Discretionary and 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.
Some of your key responsibilities will include:
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.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
What will you bring to the role?
As you can imagine, we need you to have great attention to detail. Supporting a core process isn’t an easy job, so being able to think independently, problem solve and work quickly are some key skills that you’ll need for this role.
Other key skills required for the role include:
Financial Services background
Strong written and verbal communication skills
Advance level knowledge/use of Microsoft Excel required
SQL Experience is preferred
Ability to work independently, self-motivated
Strong attention to detail
Technical skills
General knowledge of the Stock Transfer industry would be an asset
Rewards designed for you
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
Compensation. The typical base pay range for this role is $44,882.00 - $67,324.00. This base pay range is specific to Louisville Ky and may not be applicable to other locations.
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
We’re a leading provider of employee share plans. We partner with many of the world’s biggest brands to offer their employees the chance to invest in the future of their company and help them to manage these investments day to day. With over 35 years of experience and expertise, we’re an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with their complex regulatory requirements.
Welcome to a world of potential
Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 11,000 people in around 90 offices worldwide.
Our success can be attributed to many factors, not least of which is our ability to attract and retain high calibre employees. With a strong focus on delivering certainty, ingenuity and advantage to our clients, we promote an entrepreneurial spirit and an enterprise-wide commitment to service excellence.
Our diverse portfolio of services and products across our entire group of companies, offers the opportunity to expand your skills, experience and responsibilities across a range of industries both locally and internationally. Opening up a world of potential for you.
If you are looking for that first step or next step in your career, we encourage you to visit careers.computershare.com, or please explore the rest of this site for more information about our business, culture and values.
Offices: Melbourne, Victoria VIC 3067, AU · 115 Grenfell St, Adelaide, South Australia 5000, AU · 159 Hurstmere Road, Auckland, AUK 0622, NZ · Tower W1, Oriental Plaza, 1 East Chang An Ave, Dong Cheng District, Suite 907-909, Beijing, CN · The Pavilions, Bristol, England BS4 5DR, GB
Welcome to a world of potential
Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 11,000 people in around 90 offices worldwide.
Our success can be attributed to many factors, not least of which is our ability to attract and retain high calibre employees. With a strong focus on delivering certainty, ingenuity and advantage to our clients, we promote an entrepreneurial spirit and an enterprise-wide commitment to service excellence.
Our diverse portfolio of services and products across our entire group of companies, offers the opportunity to expand your skills, experience and responsibilities across a range of industries both locally and internationally. Opening up a world of potential for you.
If you are looking for that first step or next step in your career, we encourage you to visit careers.computershare.com, or please explore the rest of this site for more information about our business, culture and values.
Offices: Melbourne, Victoria VIC 3067, AU · 115 Grenfell St, Adelaide, South Australia 5000, AU · 159 Hurstmere Road, Auckland, AUK 0622, NZ · Tower W1, Oriental Plaza, 1 East Chang An Ave, Dong Cheng District, Suite 907-909, Beijing, CN · The Pavilions, Bristol, England BS4 5DR, GB