Operations Specialist I - Remote

Overview

The Operations Specialist I at insightsoftware plays a vital role in providing exceptional service to clients through stock administration and customer support in a dynamic software environment.

In Short

• Perform day-to-day stock administration tasks and customer support.
• Process equity grants, vesting, expiration, and forfeiture actions.
• Manage option exercises and stock award vesting.
• Interface with third-party vendors.
• Assist Client Service Managers with client inquiries and reports.
• Monitor and resolve data errors from automatic data feeds.
• Prepare stock transaction reconciliations.
• Collaborate with cross-functional teams for client services.

Requirements

• B.S. or B.A. in Business Administration, Economics, Accounting, or Finance.
• 0-2 years of experience in third-party record keeping.
• Certified Equity Professional (CEP) Level 1 or ability to obtain.
• Proficiency in Microsoft products.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Detail-oriented with a focus on accuracy.
• Experience with different types of Equity Plans preferred.

Benefits

• Opportunity to grow in a supportive environment.
• Work with a dynamic team.
• Access to world-class financial reporting solutions.
• Confidentiality in information handling.