Plan Specialist

Reposted Yesterday
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Warsaw, Warszawa, Mazowieckie, POL
Hybrid
8K-9K Annually
Mid level
Financial Services
The Role
The Plan Specialist will manage the lifecycle of equity and deferred compensation plans, coordinate client events, implement processes, and adhere to compliance standards for clients.
Summary Generated by Built In

Location: Warsaw (Hybrid)

In this position, you’ll be based in the Warsaw 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 offer 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 will be at the heart of our Share Plans operations, taking end-to-end ownership for the administrative lifecycle of equity and deferred compensation plans to our international client base.

You will leverage our industry leading platform, EquatePlus, to manage complex plan events. As a Plans Specialist you will develop strong operational knowledge of the Share Plans industry in a dynamic function and team requiring strong operational discipline, global cross-functional collaboration, and work directly with some of our international and well-known corporate clients.

Key responsibilities include: 

  • Provide end-to-end administrative services for client equity compensation plans, including the execution of client events such as Vesting, Maturity, Awards Share Delivery, Leaver Processing, Eligibility, Enrolment, and Contributions.
  • Own, develop, and implement processes for operational activities, while seeking improvements.
  • Strictly adhere to the Compliance and Risk framework.
  • Support the onboarding of New Business onto EquatePlus.
  • Serve as a subject matter expert, gaining and maintaining strong technical knowledge to provide expert advice to the wider business and client base.
  • Responsibility for the structured planning, execution, and close monitoring of processes to identify delivery issues and ensure all tasks are completed accurately and on time, meeting agreed SLAs.
  • Relevant Professional Experience ideally within professional services, banking or within a client facing operational position. 
  • Excellent written and verbal English communication skills (C1 level and above), with the ability to articulate ideas clearly to a wide variety of audiences.
  • The ability to develop and maintain effective working relationships across various virtual teams and managers throughout the organization.
  • A proactive mindset and ability to work closely with projects designed to radically overhaul processes and operational delivery is a strong advantage.
  • A good understanding of deferred compensations & benefits or pension schemes, or product expertise would be beneficial but not essential.
  • A bachelor’s degree or equivalent, with proficiency in MS Office (especially Excel and PowerPoint).

What will you bring to the role?

We are looking for proactive candidates who have a passion for customer delivery, and experience of maintaining strong service standards for a large client base in a fast-paced, high-volume operational environment. Crucially, you will be focused on solutions and possess the ability to solve problems quickly, manage multiple complex activities running in parallel, and maintain a sharp focus on timelines. If you are looking to grow your career in a dynamic, fast-paced environment and develop skills/knowledge withing Financial Services this would be a good fit for you! 

Key skills/attributes: 

  • Relevant Professional Experience ideally within professional services, banking or within a client facing operational position. 
  • Excellent written and verbal English communication skills (C1 level and above), with the ability to articulate ideas clearly to a wide variety of audiences.
  • The ability to develop and maintain effective working relationships across various virtual teams and managers throughout the organization.
  • A proactive mindset and ability to work closely with projects designed to radically overhaul processes and operational delivery is a strong advantage.
  • A good understanding of deferred compensations & benefits or pension schemes, or product expertise would be beneficial but not essential.
  • A bachelor’s degree or equivalent, with proficiency in MS Office (especially Excel and PowerPoint).

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 private health 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 PLN 8,400 - 8,700 Monthly (Gross)


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 12,000 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

  • Professional experience in professional services or client-facing operations
  • Excellent English communication skills (C1 level)
  • Bachelor's degree or equivalent
  • Proficiency in MS Office, especially Excel and PowerPoint
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The Company
HQ: Louisville, KY
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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