Equity Compensation Associate - E*Trade Financial

http://jobview.monster.com/Equity-Compensation-Associate-Job-Sandy-UT-US-86935843.aspx

 

Location:  Sandy, UT

Status:  Full Time, Employee

Job
Category:  Accounting/Finance/Insurance

 

Contact:  Quinn, Mr. David

Reference
Code:  24959

Summary of Position:

 

Outsourcing provides stock option administration services
for Corporations who choose not to resource this critical function in-house.

 

The Equity Compensation Associate performs full-service
stock administration services for assigned Corporate Clients.  Services are provided by using Equity
Edge and Stock Plans to maintain stock plan records, and support all
accounting, reporting and associated compliance requirements. Apply high-level
of equity compensation expertise to proactively manage an assigned base of
Corporate Clients, acting as a Client advocate and partner.  Deliver high quality stock plan
administration services to Client base using a combination of judgment and
analysis appropriate to the Client scenario as well as following defined
client-specific and overall departmental procedures.  This includes, but is not limited to:

 

o        Updating Equity Edge and
Stock Plans on a daily basis based upon data updates received from assigned
Clients (e.g. new hires, terminations, etc.), participant transactions, etc.

 

o        Ensuring all participant
stock plan transactions are correctly processed and settled in a timely manner
(ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants
etc.)

 

o        Surveys and tracking of
Disqualifying Dispositions

 

o        Valuation Reporting

 

o        Section 16 Insider
Reporting

 

o        Client-specific custom
processes (e.g. custom reports, scripts, etc.)

 

o        Monthly balancing of
Client plans

 

o        Managing Client
inquiries and requests in a timely and professional manner

 

o        Knowledge of data flows
between interfacing systems

 

·         Effectively
facilitate and negotiate Client questions/discussions regarding Outsourcing
processes and requirements insuring they meet client needs while balancing
Outsourcing business controls and objectives

 

·         Partner and assist
Outsourcing Analysts and/or new Equity Compensation Associates who are training
to be Equity Compensation Associates as necessary; provide performance feedback
upon request.

 

·         Manage monthly
invoicing requirements for assigned client base, ensuring all Outsourcing
products are correctly accounted for and documented per contractual
commitments.

 

·         Ensure team
members are cross-trained on assigned Clients so they can provide quality
service when absent from office.  Assist
team members as needed to provide administrative services to their Clients.

 

·         Build confidence
in clients and business partners by consistently applying and demonstrating
strong business knowledge regarding Outsourcing policies/processes and critical
cross-functional, downstream impacts.

 

·         Demonstrate and
apply knowledge of how the Outsourcing process links to all functions that
touch the Client and their participants, e.g. Sales, Implementation, Customer
Service, Executive Services, etc.

 

·         Participate, as
needed, in product testing and validation using in-depth product knowledge to
identify and document bugs as well as suggest enhancements.

 

·         Identify business
needs & define processes that positively impact the client while minimizing
the impact to the Outsourcing and broader Corporate Services Operations team.

 

·         Equity
Compensation Associates with minimum related job experience, but need to
complete training before taking on clients of their own

 

·         Proficiency with
Equity Edge software and/or other related industry software

 

·         Passed CEE exam

 

·         Passed CEP Level 1
within 6 months of hire

At least 2 years customer service or prior experience in a
Financial Services organization