Plans Associate
Core
Provide administrative services, project management, and plan design for employee share plans to Plan Manager clients and participants.
Role type
Associate, operational support for employee share plans
Builds
Employee Share Plan reports, internal documentation, and operational data for clients
Domain
Financial services, employee share plans
Deliverable
dashboards & analysis
Required skills
MS Excel, data entry, report generation, internal system documentation, stakeholder communication
Preferred skills
Employee Share Plan knowledge, financial services industry experience, problem solving
Responsibilities
Generate and provision Employee Share Plan and Regulatory reports; Write and maintain internal system documentation; Respond to participant email enquiries; Perform data entry in internal systems; Prepare share transfers, vestings, allocations, and purchases