Operations Specialist I

Summary

Join insightsoftware, a dynamic computer software company, as a critical thinker who enjoys problem-solving and providing high-level customer service. You will perform day-to-day stock administration tasks, process equity grants and option exercises, manage third-party vendors, and assist with client inquiries. This role requires strong analytical and problem-solving skills, excellent communication, and proficiency in Microsoft products. Experience with equity plans in private and public companies is preferred. The position involves working independently and collaboratively within a team environment.

Requirements

• B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies
• 0-2 years of experience in working with third-party record keeping
• Certified Equity Professional (CEP) Level 1 or ability to obtain within 12 months. Full certification encouraged
• Systems for plan administration or payroll (equity administration software preferred)
• High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
• Excellent written and verbal communication skills
• Ability to work well in a collaborative environment
• Strong analytical and independent problem-solving skills
• Strong organizational skills and an ability to manage multiple clients’ tasks and issues in a fast-paced work environment
• Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results

Responsibilities

• Performs day-to-day stock administration tasks and customer support for client companies
• Processes equity grants, vesting, expiration and forfeiture actions for employees and directors
• Processes option exercises and stock award vesting and ESPP purchase events as they occur
• Manages and interfaces with applicable third-party vendors (brokers, transfer agents, etc.)
• Assists Client Service Managers with client inquiries, requests for reports (outstanding equity and equity forfeitures, vesting and exercises, and other required compliance reports)
• Imports data, monitors automatic data feeds, resolves data errors, runs and analyzes equity audit reports
• Prepares monthly, quarterly and year-end stock transaction reconciliations Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services

Preferred Qualifications

Experience working with different types of Equity Plans in both private and public companies is preferred