Workplace Solutions - Plan Management Associate/Analyst

If you are seeking a client facing role that promotes exceptional client management and innovation this may be the position for you. 

As a Plan Management Analyst/Associate within our Client Account Management team, you will be responsible for managing client accounts. You will work closely with various teams across our operational and IT departments, playing a key role in innovating team processes. You will have the flexibility to manage your workload in a dynamic environment and the chance to collaborate with diverse teams.

Job Responsibilities: 

• Manage a portfolio of Companies administering employee share plans within a team framework


• Interact with customers/clients on operational transactions related to their share plan program.


• Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.


• Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk.


• Assist in identifying new system tools and enhancements to existing systems.


• Implement projects to enhance business operations while acting as a point of contact for Client Accounts.


• Create and maintain excellent relations with key business partners as well as identify innovative client solutions.

Required Qualifications, Capabilities and Skills: 

• Excellent communication skills


• Proven numeric, financial analysis, documentation and procedural skills required


• Excellent computer skills including Microsoft Excel and Word


• Demonstrate commercial acumen with an ability to be innovative & pro-active


• Ability to prioritise and adhere to tight deadlines


• Previous exposure to a client facing role within a corporate environment 

Preferred Qualifications, Capabilities and Skills: 

• Third level qualification


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  2+ years experience within a similar position is advantageous