Plan Specialist

JOB DESCRIPTION

Location: Zurich, Switzerland (Hybrid)

In this position, you'll be based in the Zurich office for a minimum of three days a week, with the flexibility to work from home for some of your working week. This role has in-office operational requirements and so we're unable to consider employees who wish to continue an existing, fully remote working arrangement. Find out more about our flexible work culture at computershare.com/flex.

We give you a world of potential

Join Computershare (ASX: CPU), a global market leader renowned for its expertise and scale across diverse financial and governance services. Since our founding in 1978, we've built a reputation for high-integrity data management, high-volume transaction processing, and exceptional stakeholder engagement.

Our core services include transfer agency and share registration, employee equity plans, proxy solicitation, and stakeholder communications, alongside specializations in corporate trust, mortgage, bankruptcy, class action, and utility administration. Many of the world's leading organizations trust us to streamline and maximize the value of their relationships with their investors, employees, creditors, and customers; and you can be a vital part of that success.

A role you will love

Vesting refers to the point in time when an individual acquires the rights and interests associated with the legal ownership of a property. It establishes an immediately secured right to present or future deployment of those assets.

The Plan Specialist within the Vesting Team will be responsible for managing the full vesting lifecycle-from event preparation and execution through to the final delivery of shares to participants. This role requires strong coordination skills, consistent communication with clients and internal stakeholders, and the ability to respond effectively under time pressure.

Key responsibilities include:

• Manage daily plan operations, including reporting, participant requests (tickets and email), and participant communications.
• Maintain accurate plan and participant data on the EquatePlus platform and take end-to-end responsibility for assigned client events across the plan lifecycle.
• Ensure high-quality operational and technical services within Compliance and Risk guidelines, escalating irregularities when needed and cooperating fully during audits.
• Analyse client plans and support development of system configurations and processes in collaboration with internal and external stakeholders, under guidance of a Senior Plan Specialist.
• Participate in management-assigned projects and contribute to continuous process improvement.
• Follow company ethical standards, time-management rules, and all employment, operational, health, safety, and fire-hazard regulations.
• Protect company property and maintain strict confidentiality of all company information.

What will you bring to the role?

We are looking for a detail-oriented and proactive professional who thrives in a fast-paced operational environment and enjoys working with financial processes. The ideal candidate brings a collaborative mindset, strong communication skills, and the ability to manage tasks independently while maintaining high accuracy and service quality. They are adaptable, organised, and comfortable solving problems within defined procedures, with a genuine interest in learning, improving processes, and contributing to a high-performing team.

• Relevant experience in financial services, banking operations, or similar mid/back-office environments, supported by vocational training in a financial institution or equivalent.
• Ability to understand and apply procedures for administering employee share plans, with willingness to learn through structured training.
• Strong attention to detail, sound judgment, and ability to resolve issues within defined policies and procedures.
• Capable of managing and prioritising a personal workload while consistently meeting quality and time standards.
• Clear written and verbal communication skills, able to handle moderately complex queries and sensitive situations professionally.
• Collaborative mindset with the ability to work effectively across teams and provide guidance to junior colleagues when needed.
• Comfortable working in a fast-paced, high-volume environment with a hands-on, organised, and solution-oriented approach.
• Flexible and adaptable to changing processes, priorities, and client needs.
• Proficiency in MS Office (especially Excel, PowerPoint, Access); SQL knowledge and understanding of deferred compensation or pension schemes are beneficial but not required.
• Strong English communication skills; German language skills are an advantage.

Rewards designed for you

Global opportunities. Everyone here has the opportunity to grow through on-the-job training, access to comprehensive learning resources and career development support.

Invest in our business by setting aside salary to purchase shares in our company, and you'll receive a company contribution as well.

Health and wellbeing rewards that can be tailored to support you and your family including accident insurance and income protection.

Save for your future. We will support you along your retirement savings journey.

Extra rewards ranging from recognition awards to transport and child allowances.

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.

ABOUT US

We're experts in managing compensation plans for global businesses. We partner with some of the world's leading companies, delivering employee incentive schemes across borders, languages, and currencies.

Equatex is part of the Computershare group, a world leader in financial administration with over 12,000 employees across 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of the world of opportunities we have available. With infinite possibilities, we could take you anywhere.

Client-provided location(s): Zurich, Switzerland

Job ID: Computershare-10857

Employment Type: FULL_TIME

Posted: 2026-03-26T18:52:38