insightsoftware is hiring an insightsoftware Operations Specialist I

insightsoftware is looking for an Operations Specialist I to join our team. You will be responsible for performing day-to-day stock administration tasks and customer support for client companies, ensuring accurate data and timely reporting.

What You'll Do

• Perform day-to-day stock administration tasks and customer support for client companies.
• Process equity grants, vesting, expiration, and forfeiture actions for employees and directors.
• Process option exercises and stock award vesting and ESPP purchase events.
• Manage and interface with applicable third-party vendors like brokers and transfer agents.
• Assist Client Service Managers with client inquiries and requests for reports on outstanding equity, forfeitures, vesting, exercises, and compliance.
• Import data, monitor automatic data feeds, resolve data errors, and run equity audit reports.
• Prepare monthly, quarterly, and year-end stock transaction reconciliations.
• Interface with cross-functional Certent team members to deliver timely and accurate client administration services.

What We're Looking For

• B.S. or B.A. in Business Administration, Economics, Accounting, Finance, or related studies.
• 0-2 years of experience working with third-party record keeping.
• Certified Equity Professional (CEP) Level 1 or ability to obtain within 12 months.
• High level of proficiency in Microsoft Excel, Word, PowerPoint, and 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 with the ability to manage multiple clients’ tasks in a fast-paced environment.
• Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results.

Nice to Have

• Full CEP certification is encouraged.
• Experience with systems for plan administration or payroll; equity administration software is preferred.
• Experience working with different types of Equity Plans in both private and public companies.

Technical Stack

• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Outlook

Work Mode

This is a global remote role and is open to candidates located in the United States.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.