• Address: Alpharetta, GA 30023 (map)
• Date Posted: 11/03/09
• Job Type: Full-time

Company E*TRADE Group

Job Title Equity Compensation Associate

Jobid etrade-15461

Location: Alpharetta, GA, 30009, USA

Description Equity Compensation Associate

Location Alpharetta, GA, US

Organization Name 0040 2354 Corporate Support - Corporate Services

Company Overview


In 1983, the first online trade was placed using early E*TRADE technology. Today, E*TRADE FINANCIAL is a global financial leader, delivering value and innovation to millions of customers in more than 40 countries worldwide.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
We are looking for dynamic, highly energized risk-takers who are ready to join a fast-paced, world leader in the financial services industry. We move at the speed of the Internet. Our work culture fosters an incredible exposure to innovative ideas and challenges that create experience and opportunity. Many have risen through the organization to become industry leaders, in both the financial services world and in the community at large. E*TRADE is made up of some of the brightest and most talented people in the industry - are you ready to join the industry leader?

Detailed Description


Summary of Position:<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
Outsourcing provides stock option administration services for Corporations who choose not to resource this critical function in-house.
The Equity Compensation Associate performs full-service stock administration services for assigned Corporate Clients. Services are provided by using Equity Edge and Stock Plans to maintain stock plan records, and support all accounting, reporting and associated compliance requirements. Apply high-level of equity compensation expertise to proactively manage an assigned base of Corporate Clients, acting as a Client advocate and partner. Deliver high quality stock plan administration services to Client base using a combination of judgment and analysis appropriate to the Client scenario as well as following defined client-specific and overall departmental procedures. This includes, but is not limited to:
o Updating Equity Edge and Stock Plans on a daily basis based upon data updates received from assigned Clients (e.g. new hires, terminations, etc.), participant transactions, etc.
o Ensuring all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants etc.)
o Surveys and tracking of Disqualifying Dispositions
o Valuation Reporting
o Section 16 Insider Reporting
o Client-specific custom processes (e.g. custom reports, scripts, etc.)
o Monthly balancing of Client plans
o Managing Client inquiries and requests in a timely and professional manner
o Knowledge of data flows between interfacing systemsProduct, pricing and contractual knowledge of assigned clients
* Effectively facilitate and negotiate Client questions/discussions regarding Outsourcing processes and requirements insuring they meet client needs while balancing Outsourcing business controls and objectives
* Partner and assist Outsourcing Analysts and/or new Equity Compensation Associates who are training to be Equity Compensation Associates as necessary; provide performance feedback upon request.
* Manage monthly invoicing requirements for assigned client base, ensuring all Outsourcing products are correctly accounted for and documented per contractual commitments.
* Ensure team members are cross-trained on assigned Clients so they can provide quality service when absent from office. Assist team members as needed to provide administrative services to their Clients.
* Build confidence in clients and business partners by consistently applying and demonstrating strong business knowledge regarding Outsourcing policies/processes and critical cross-functional, downstream impacts.
* Demonstrate and apply knowledge of how the Outsourcing process links to all functions that touch the Client and their participants, e.g. Sales, Implementation, Customer Service, Executive Services, etc.
* Participate, as needed, in product testing and validation using in-depth product knowledge to identify and document bugs as well as suggest enhancements.
* Identify business needs & define processes that positively impact the client while minimizing the impact to the Outsourcing and broader Corporate Services Operations team.
* Drive client satisfaction by consistently meeting SLAs, exceeding client expectations and pro-actively suggesting areas for improvement and methods to streamline processes.
* Partner with the Account Management team and other key strategic business partners to form and further develop relationships with corporate clients.
Normally receives general instructions on routine work, detailed instructions on new projects or assignments. Meets department's performance standards.

Job Requirements


* Equity Compensation Associates with minimum related job experience, but need to complete training before taking on clients of their own<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
* Proficiency with Equity Edge software and/or other related industry software
* Passed CEE exam
* Passed CEP Level 1 within 6 months of hireAt least 2 years customer service or prior experience in a Financial Services organization

Additional Details


We offer a competitive and comprehensive benefits package. Please visithttps://us.etrade.com/e/t/career/benefitsto learn more about the opportunities.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />

E*TRADE FINANCIAL is an EQUAL OPPORTUNITY EMPLOYER



Maximum Salary

Salary Type




Recruiter Details




Recruiter Name Quinn, Mr. David

Email david.quinn@etrade.com

Work Telephone 201-499-6263












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