
Financial Stock Specialist
6 hours ago
This is an exciting opportunity to work in a dynamic environment where you will be responsible for administering stock programs, maintaining employee records, and ensuring compliance with regulatory requirements.
Key Responsibilities:- Stock Administration:
- Administering company stock programs, including processing stock transactions and maintaining accurate records.
- Maintaining employee stock database, including tracking employee stock ownership and entitlements.
- Providing excellent customer service to employees, answering their inquiries and resolving any issues related to stock programs.
- Liaising with external brokers and transfer agents to ensure timely settlement of trades and execution of trading instructions.
- Reporting and Analysis:
- Preparing monthly and quarterly reports for management on stock program performance and employee participation.
- Analyzing data to identify trends and areas for improvement in stock program administration.
- Due Diligence and Compliance:
- Evaluating new stock programs and ensuring compliance with regulatory requirements.
- Performing other projects and duties as assigned by management.
- Bachelor's degree in Business Administration or related field.
- 1-2 years of experience in stock administration or related field.
- Knowledge of equity compensation instruments and plans, including stock options, RSUs, and ESPPs.
- Excellent communication and analytical skills.
- CEP Level 1 certification or higher.
- Proficiency in Equity Edge software.
- Experience with US federal and state taxation relating to equity compensation.
- Ability to work independently and as part of a team.
- Comprehensive benefits package, including medical, dental, and vision insurance.
- Paid time off and sick leave.
- Quarterly performance bonuses.
- Employee assistance and wellness programs.
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