Employee Equity Plans Specialist

Location: United States - Hybrid

In this position, you’ll be based in one of our US offices 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 this position, you’ll be based in one of our US offices for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.

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 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.

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 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.

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
• 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.

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

Applications are expected to close on April 5 th , 2025.

Rewards designed for you

Paid parental leave, flexible working and a caring and inclusive culture.

Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.

Invest in your future with 401k matching 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.

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.

Compensation. The typical base pay range for this role is $40K - $68K. This base pay range is specific to New York State, Illinois, New Jersey, California, Colorado, District of Columbia, Maryland, Washington State and may not be applicable to other locations.

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