Location: Montreal, Calgary or Toronto CA or Louisville KY (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.
Skills Required
- Financial services background
- Strong written and verbal communication skills
- Advanced level knowledge/use of Microsoft Excel
- SQL experience
- Ability to work independently and self-motivated
- Strong attention to detail
- Technical skills (general)
- General knowledge of the Stock Transfer industry
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
