Equity Compensation Specialist Job - Alpharetta, Georgia, 2010 May 25

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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 (eg 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 Dispositionso
Valuation Reportingo Section 16 Insider Reportingo Client-specific custom
processes (eg custom reports, scripts, etc.)o Monthly balancing of Client
planso Managing Client inquiries and requests in a timely and professional
mannero Knowledge of data flows between interfacing systems Product, pricing
and contractual knowledge of assigned clients‚· 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, eg 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.



‚· ‚· 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‚· At least 2 years customer service or prior experience in a Financial
Services organization‚· At least 4 years of equity compensation administration
or related experience‚· Ability to manage high level of assigned clients
(number and/or complexity)‚· Strong knowledge of the brokerage industry ‚·
Extensive experience with global equity plans, complex plans such as restricted
stock units, swaps/reloads, performance awards, etc. ‚· Strong Project
Management skills‚· Passed CEP Level I and II, CEP Level III strongly
preferredApply Now

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Compensation Specialist Job in Alpharetta, Georgia US