CompIntelligence, Inc. · 1 week ago
Stock Plan Administrator
CompIntelligence is currently looking for an experienced stock plan administrator to support their clients using the Shareworks stock plan administration platform. This role involves managing stock plan administration needs for high activity clients and includes responsibilities such as customer service, financial reporting, and project management.
Information TechnologySoftware
Responsibilities
Stock plan administration and/or management activities
Customer service to employee inquiries on a wide variety of issues related to equity compensation
Work with industry software and vendors to effectively manage our clients' plans
Vendor experience is a plus
Stock plan financial reporting activities/support
Stock plan reconciliation activities/support
SEC, audit and external reporting activities/support
Participant education and training activities/support
New plan roll outs and communications
Management of projects activities/support
Follow, enhance and/or create policies and procedures of our clients
Accounting knowledge is a nice to have, but not necessary
Assist in various other stock plan projects and initiatives as needed
Understand the CompIntelligence products and services to support our clients and ongoing needs
Qualification
Required
BA/BS degree
2 to 15+ years stock plan administration experience
Proficient in MS Office applications
Must have at least 1 year of Shareworks administration product experience
Client first mentality
Detail orientated
Problem solver
Preferred
ECA or CEP candidates, nice to have
Vendor experience is a plus
Accounting knowledge is a nice to have, but not necessary