Stock Plan Administrator

Summary of Position:

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

The Stock Plan Administrator 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 hig!
h-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.
</SPA!
N>Ensuring all participant stock!
plan tr
ansactions 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
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SPAN style="FONT-SIZE: 10pt">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 inte!
rfacing 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.
<SPA!
N style=
"FONT-SIZE: 10pt; FONT-FAMILY: 'Times New Roman'; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA">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 provi!
de 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 O!
utsourci
ng 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 r!
eceives general instructions on routine work, detailed instruc!
tions on
new projects or assignments. Meets departmentb
REQUIREMENTS


Minimum Requirements:



B7 SPAs with minimum related job experience, but need to complete training before taking on clients of their own

B7 Proficiency with Equity Edge software and/or other related industry software

B7 Passed CEE exam and CEP Level 1 Exam within 6 months