Plans Specialist

JOB DESCRIPTION

Location: Montreal, Calgary or Toronto CA or Louisville KY (Hybrid)

In this position, you'll be based in the Montreal, Calgary, Toronto CA or Louisville KY office locations 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.In Toronto the standard work week is 37.5 hours, typically Monday to Friday from 8:00 am to 4:30 pm.

We give you a world of potential

Computershare is looking for someone who is looking for a technical position to join our growing team at Global Core Operations Team as a Plans Specialist.

The Plans Specialist role operates within this division at a regional level and must perform their tasks within defined service delivery guidelines. The guidelines include successful delivery within agreed timeframes and quality standards.

The Plans Specialist is also expected to work collaboratively across teams both within the same department and other internal Computershare partners, supporting continuous improvement and project related activity related to the role.

If you are interested in a role with a company that is a global leader in stakeholder communications where you can truly help people, this is the position for you!

A role you will love

As a Plans Specialist, you will be responsible for processing Employee Equity Plans transactions for Discretionary and Contributory Employee Plans based upon client requirements in a timely and accurate manner. Employee Plans transactions include Stock Options purchases / sales, related issuances, ESPP Purchases/Allocations, etc.

Some of your key responsibilities will include:

Process participant/client transactions in support of Employee Plans transactions including but not limited to:

• Daily Proof Settlement Processing
• Disbursement Processing related to manual payments
• Conversion request
• Incoming Cash monitoring
• Review/Release Client Wires
• Process daily reporting and journal entries
• Audit various reports and ensure compliance
• Interact daily with internal departments and Computershare's business partners
• Cross-train on other functions
• Create and maintain documents

Review/clear exception items related to rejected transactions, out-of-proof conditions, aged cash/share items and client inquiries including but not limited to:

• Monitor Issuance Rejects
• Monitor Daily Disbursement Rejects
• End of Day Reconciliation of all Incoming Cash
• Research and resolve aged items, partner with Reconciliation team

Work with client management team as needed to determine disposition of any unidentified transactions.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

What will you bring to the role?

As you can imagine, we need you to have great attention to detail. Supporting a core process isn't an easy job, so being able to think independently, problem solve and work quickly are some key skills that you'll need for this role.

Other key skills required for the role include:

• Financial Services background
• Strong written and verbal communication skills
• Advance level knowledge/use of Microsoft Excel required
• SQL Experience is preferred
• Ability to work independently, self-motivated
• Strong attention to detail
• Technical skills
• General knowledge of the Stock Transfer industry would be an asset

Rewards designed for you

Flexible work to help you find the best balance between work and lifestyle

Health and wellbeing rewards that can be tailored to support you and your family including paid time off, observed holidays, and vacation pay

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

Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future

Compensation. The typical base pay range for this role is $44,882.00 - $67,324.00. This base pay range is specific to Louisville Ky and may not be applicable to other locations.

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

A company to be proud of

We're a global leader in financial administration with over 11,000 employees across more than 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 our world of opportunities.

Fairness and culture

We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

ABOUT THE TEAM

We're a leading provider of employee share plans. We partner with many of the world's biggest brands to offer their employees the chance to invest in the future of their company and help them to manage these investments day to day. With over 35 years of experience and expertise, we're an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with their complex regulatory requirements.

Client-provided location(s): Louisville, KY, Montreal, Canada

Job ID: Computershare-11457

Employment Type: FULL_TIME

Posted: 2026-07-30T18:49:47