Workplace Solutions – Plan Management Associate, Leeds

Overview

In this role you will manage a portfolio of Companies administering employee share plans within a cross-functional Team. You support client accounts by handling operational transactions, data management, and documentation to minimize risk. You will partner with IT and operations to innovate processes and implement system enhancements. The role offers workload flexibility in a dynamic environment and exposure to diverse teams. You help build strong client relationships while driving process improvements and problem solving.

Responsibilities

• Manage a portfolio of Companies administering employee share plans within a team framework
• Interact with customers/clients on operational transactions related to their share plan program
• Execute timely processing of operational transactions including data management, reconciliation, processing, reporting and problem solving
• Organize, develop and maintain procedural and process documentation to ensure accurate transaction processing and minimize risk
• Assist in identifying new system tools and enhancements to existing systems
• Implement projects to enhance business operations while acting as a point of contact for Client Accounts
• Create and maintain excellent relations with key business partners and identify innovative client solutions

Key requirements

• Excellent communication skills
• Proven numeric, financial analysis, documentation and procedural skills
• Excellent computer skills including Microsoft Excel and Word
• Demonstrate commercial acumen with an ability to be innovative & pro-active
• Ability to prioritise and adhere to tight deadlines
• Previous exposure to a client facing role within a corporate environment

• Communication
• Commercial acumen
• Proactivity
• Microsoft Excel
• Microsoft Word
• Data management

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