Plans Associate

Posted 8 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Entry level
Financial Services
The Role
Provides day-to-day administration for employee share plans, including regulatory reporting, participant email support, employee data entry, share transfers, vesting, allocations, and purchases. Maintains internal procedures and documentation while coordinating with teams and stakeholders to meet service expectations. Requires strong communication, organization, attention to detail, problem-solving, time management, Microsoft Excel skills, and the ability to manage changing priorities independently and collaboratively.
Summary Generated by Built In

Location: Melbourne (Hybrid)

In this position, you’ll be based in Melbourne, Yarra Falls 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

We have an exciting opportunity for a Plans Associate to join us based in our Yarra Falls office. Working in our Plan Managers division within Computershare, responsible for providing administrative services, project management and plan design to Plan Manager Clients and their individual employee share plan holders. 

Why is this role exciting? Well, there are a few things that make this role stand out:  

  • You will work with some of our biggest ASX listed clients 
  • You will join a great supportive team, who will support you along the way 
  • You will join us in an exciting time of growth as we move our clients onto a new platform 

 

A role you will love

Working with a supportive Team Leader and an experienced team, this role will be a great way to learn more about the financial services industry, as well as give you the ability to gain exposure to great opportunities for career growth and development.   

Reporting to a Team Leader, the Plans Associate is a role responsible for the day-to-day delivery of high-quality operational and administrational services to clients and the respective client’s employee plan participants. 

 You will work closely with your team and internal stakeholders to ensure all activity and allocated work is actioned to meet expectations.  

Some other key responsibilities:  

  • Generation and provision of Employee Share Plan and Regulatory reports to clients 
  • Writing and maintaining internal system documentation and procedures 
  • Responding to employee share plan participant email enquiries 
  • Data entry of employee information held in internal systems and databases 
  • Preparation of share transfers, vesting’s, allocations, and purchases  

What will you bring to the role?

We are looking for someone who is a great communicator, able to balance conflicting priorities and someone who is technology savvy.

Other key skills required for the role include: 

  • Ability to manage changing priorities and strong time management skills
  • A high level of attention to detail
  • Ability to work both independently and within a team
  • High level of initiative, flexibility and has problem solving skills
  • Strong PC skills with a high level of familiarity with MS Office products – specifically MS Excel
  • Possess and display a positive, enthusiastic attitude & strong work ethic
  • Knowledge of Employee Share Plans and the financial services will be highly regarded

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. 

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. 

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
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.
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

  • Ability to manage changing priorities and strong time management skills
  • High level of attention to detail
  • Ability to work independently and within a team
  • High level of initiative, flexibility, and problem-solving skills
  • Strong PC skills and familiarity with Microsoft Office, specifically Microsoft Excel
  • Positive, enthusiastic attitude and strong work ethic
  • Knowledge of employee share plans and financial services
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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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