Plan Specialist

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Zürich, CHE
In-Office
Entry level
Financial Services
The Role
Administer equity and deferred compensation plans through EquatePlus, handle participant requests and reporting, communicate with stakeholders, analyze client plans, and develop tailored solutions. The role also supports audits, compliance, risk controls, projects, issue escalation, and continuous process improvement while maintaining confidentiality and operational accuracy.
Summary Generated by Built In

Location: Zurich, Switzerland (Hybrid)

In this position, you’ll be based in the Zurich office 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

Join Computershare (ASX: CPU), a global market leader renowned for its expertise and scale across diverse financial and governance services. Since our founding in 1978, we've built a reputation for high-integrity data management, high-volume transaction processing, and exceptional stakeholder engagement.

Our core services include transfer agency and share registration, employee equity plans, proxy solicitation, and stakeholder communications, alongside specializations in corporate trust, mortgage, bankruptcy, class action, and utility administration. Many of the world’s leading organizations trust us to streamline and maximize the value of their relationships with their investors, employees, creditors, and customers; and you can be a vital part of that success.

A role you will love

As a Plan Specialist, you’ll play a pivotal role in managing and executing compensation‑related plans. You’ll ensure seamless service delivery, maintain high‑quality standards, and collaborate across teams to support our global clients. This is a hands‑on, detail‑oriented role that combines operational excellence with strategic process development.

Key responsibilities include:

  • Handle reporting, participant requests (via ticket/email), and participant communications.
  • Administer equity and deferred compensation plans using the EquatePlus platform.
  • Ensure compliance and risk standards are met across all operational and technical services.
  • Analyse client plans and develop tailored solutions in collaboration with internal and external stakeholders.
  • Support various initiatives and projects assigned by management.
  • Identify and escalate irregularities promptly.
  • Collaborate fully during internal and external audits.
  • Follow company ethical standards, time‑management rules, and all employment, operational, health, safety, and fire‑hazard regulations.
  • Protect company property and maintain strict confidentiality of all company information.

What will you bring to the role?

You are a proactive and collaborative professional with experience in financial operations, comfortable working in a fast‑paced environment and committed to delivering high‑quality service. You bring strong organisational skills, a pragmatic mindset, and the ability to adapt quickly while maintaining accuracy and professionalism.

  • Relevant experience in banking mid/back‑office or similar financial institution roles
  • Federal Diploma of Vocational Education and Training (e.g., Kaufmann/-frau EFZ in banking or insurance)
  • Strong interpersonal skills and a proactive, team‑oriented mindset
  • Ability to thrive in fast‑paced, high‑volume environments
  • Organised, pragmatic, and performance‑driven approach
  • Strong problem‑solving skills with a focus on deadlines
  • Adaptable to change and committed to continuous improvement
  • Proficiency in MS Office (Excel, PowerPoint, Access)
  • SQL and JIRA knowledge is a plus
  • Fluent English skills (B2/C1); German skills are advantageous
  • Understanding of deferred compensation, benefits, and pension schemes is a bonus

Rewards designed for you

Global opportunities. Everyone here has the opportunity to grow through on-the-job training, access to comprehensive learning resources and career development support.

Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.

Health and wellbeing rewards that can be tailored to support you and your family including accident insurance and income protection.

Save for your future. We will support you along your retirement savings journey.

Extra rewards ranging from recognition awards to transport and child allowances.

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.

About Us

We’re experts in managing compensation plans for global businesses. We partner with some of the world’s leading companies, delivering employee incentive schemes across borders, languages, and currencies. 

 

Equatex is part of the Computershare group, a world leader in financial administration with over 11,000 employees across 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 the world of opportunities we have available. With infinite possibilities, we could take you anywhere.

About the Team
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.

Skills Required

  • Relevant experience in banking, middle/back office, or a similar financial institution role
  • Federal Diploma of Vocational Education and Training, such as Kaufmann/-frau EFZ in banking or insurance
  • Strong interpersonal, organizational, problem-solving, and teamwork skills
  • Ability to work in fast-paced, high-volume environments and meet deadlines
  • Adaptability and commitment to continuous improvement
  • Proficiency in Microsoft Office, including Excel, PowerPoint, and Access
  • Fluent English skills at B2/C1 level
  • SQL knowledge
  • JIRA knowledge
  • German language skills
  • Understanding of deferred compensation, benefits, and pension schemes

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The Company
HQ: Melbourne
736 Employees

What We Do

Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. For more information, visit www.computershare.com

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