$60K - 90K a year
Support transactional workflows for equity plans, maintain client service levels, manage client initiatives, and liaise with brokers and transfer agents.
3+ years in equity administration, preferably with CEP certification or willingness to obtain it, experience with Equitrax and transfer agents, strong client relationship and analytical skills.
Description: • Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases • Document client procedures • Maintain client service levels • Liaison with brokers and transfer agents • Project manage client initiatives • Be an ambassador to the marketplace for our products and services Requirements: • Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred • 3+ years in the Equity Administration Industry • Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years • Expertise utilizing the Equitrax stock administration platform preferred but not required • Experience in Transfer Agents and Employee Plans • Demonstrated analytical, problem-solving skills, and strong attention to detail • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities • Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration • Must be able to effectively read, write and speak English • May require the need to travel to other locations • Willing and able to work extended hours as needed. Benefits: • Equal Opportunity Statement
This job posting was last updated on 10/13/2025