Equity Specialist

Global Channel Managementinc; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Global Channel Managementinc Equity Specialist in Boston will administer and reconcile the equity system, supporting semi-annual ESPP purchases and grant tracking. You will coordinate with HR and payroll to ensure accurate enrollment, communications, and reporting.

You should bring 5+ years equity experience, a strong HRIS background, and excellent MS Excel/Word skills, with knowledge of ERISA and related regulations to ensure plan compliance.

Qualifications

• Equity Specialist needs 5+ years equity experience.
• Strong HRIS systems background.
• Familiarity with ERISA, IRS, DOL, HIPAA and SOX compliance.

Responsibilities

• Administer, maintain, and reconcile the equity administration system; handle terminations and updates.
• Assist with semi-annual ESPP purchases and grant tracking (RSU releases, equity grants).
• Support semi-annual enrollment updates, refresh enrollment materials, and prep eligible employee files.
• Distribute equity communications and reminders to employees.
• Maintain global enrollment data and coordinate changes with HR partners and payroll.
• Generate monthly and quarterly equity reports for Finance and Payroll; review grant schedules.
• Load and review equity grant packages for electronic acceptances.

Skills

Customer service

Communication

Organization

Time management

Attention to detail

Teamwork

Independence

Tools

Microsoft Excel

Microsoft Word

Job description

About the job Equity Specialist

Equity Specialist needs 5+ years equity experience

Equity Specialist requires:

Strong MS Excel and MS Word skills.

Excellent customer service, written and oral communication, organizational, and follow up skills.

Detail-oriented; able to multitask, meet deadlines, and work on a team and independently.

Strong HRIS systems background.

Functional knowledge of current Employee Retirement Income Security Act, IRS, Department of Labor, HIPAA, and Sarbanes-Oxley Act regulations in order to assist with plan compliance is preferred.

Equity Specialist duties:

Administer, maintain, and reconcile the system used to administer Company equity plans, including account terminations and updates; assist with tasks related to processing semi-annual Employee Stock Purchase Plan purchases and tracking grant acceptances, quarterly RSU releases, and quarterly equity grants.

Assist with the administration of semi-annual enrollment process, which includes updating communication materials for each participating country, reviewing and updating the enrollment site, preparing eligible employee files for review by local Human Resources teams and uploading those files

Assist with the distribution of equity related employee communications on equity grants, grant acceptance reminder.

Maintain global participation information (i.e., enrollment and withdrawals) and communicate changes to Human Resources Business Partners, local payroll groups, and employees.

Generate and distribute to the corporate Finance and Payroll departments monthly and quarterly equity reports.

Assist with preparing and reviewing quarterly equity grant schedules for review by the Human Resources department.

Load and review equity grant packages for electronic employee grant acceptances