Plans Specialist

Job Description

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.

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.

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.

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.

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.

• 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

• 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

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.

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

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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…