In 1983, the first online trade was placed using early E*TRADE
technology. Today, E*TRADE FINANCIAL is a global financial leader,
delivering value and innovation to millions of customers in more than
40 countries worldwide.
We are looking for dynamic, highly energized risk-takers who are ready
to join a fast-paced, world leader in the financial services industry.
We move at the speed of the Internet. Our work culture fosters an
incredible exposure to innovative ideas and challenges that create
experience and opportunity. Many have risen through the organization to
become industry leaders, in both the financial services world and in
the community at large. E*TRADE is made up of some of the brightest and
most talented people in the industry - are you ready to join the
industry leader?
Equity Compensation Associate
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 OptionsLink 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:
- Updating
Equity Edge and OptionsLink on a daily basis based upon data updates
received from assigned Clients (e.g. new hires, terminations, etc.),
participant transactions, etc.
- 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.)
- Surveys and tracking of Disqualifying Dispositions
- Valuation Reporting
- Section 16 Insider Reporting
- Client-specific custom processes (e.g. custom reports, scripts, etc.)
- Monthly balancing of Client plans
- Managing Client inquiries and requests in a timely and professional manner
- 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 Stock Plan Administrators
who are training to be Stock Plan Administrators 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, OL Customer Service, Executive Services, Optionslink,
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.
- Normally receives general instructions on routine work, detailed instructions on new projects or assignments.
- Meets department’s performance standards.
- SPAs 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 and CEP Level 1 Exam within 6 months
- 4 year college degree in finance or accounting preferred
Apply Now |
