Plans Specialist

About the role

This role is based in the Montreal, Calgary, Toronto CA or Louisville KY office locations for a minimum of three days a week, with the flexibility to work from home for some of your working week. This role has in-office operational requirements and so we’re unable to consider employees who wish to continue an existing, fully remote working arrangement.

Responsibilities

• Process participant/client transactions in support of Employee Plans transactions including but not limited to: Daily Proof Settlement Processing, Disbursement Processing related to manual payments, Conversion request, Incoming Cash monitoring, Review/Release Client Wires, Process daily reporting and journal entries, Audit various reports and ensure compliance, Interact daily with internal departments and Computershare’s business partners, Cross-train on other functions, Create and maintain documents, Review/clear exception items related to rejected transactions, out-of-proof conditions, aged cash/share items and client inquiries including but not limited to: Monitor Issuance Rejects, Monitor Daily Disbursement Rejects, End of Day Reconciliation of all Incoming Cash, Research and resolve aged items, partner with Reconciliation team, Work with client management team as needed to determine disposition of any unidentified transactions.

Requirements

A financial services background, strong written and verbal communication skills, advance level knowledge/use of Microsoft Excel, SQL experience preferred, ability to work independently, self-motivated, strong attention to detail, technical skills, and general knowledge of the Stock Transfer industry would be an asset.

Qualifications

Not specified.

Skills

Not specified.

Benefits

Flexible work to help you find the best balance between work and lifestyle
Hospitality and wellbeing rewards that can be tailored to support you and your family including paid time off, observed holidays, and vacation pay
Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well
Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future.

Pay

Not specified.

Schedule

Hybrid schedule with a minimum of three days a week in the office.