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Job Title: Stock Plan Administrator
Job Location: NJ: Secaucus
Pay Rate: Open
Job Length: full time
Start Date: 2008-03-28

Company Name: UBS Financial Services
Contact: Human Resources
Phone: email only please
Fax: email only please

Description: Title Stock Plan Administrator Job Reference # 37930BR Location United States - New Jersey City Secaucus (Home Office) Function Category Administration and Support Business Group Global Wealth Management & Business Banking Job Type Full Time About UBS UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the worlds leading wealth management business, Switzerlands leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results. Description Job Summary and Mission: As a Stock Plan Administrator, you apply a high-level of equity compensation expertise to proactively manage an assigned base of corporate clients, acting as a client advocate and partner. Key Responsibilities: . 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: . Updating UBS platforms on a daily basis based upon data updates received from assigned clients (e.g. new hires, terminations, participant transactions, etc.) . 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.) . Client-specific custom processes (e.g. custom reports, scripts, etc.) . Managing Client inquiries and requests in a timely and professional manner . Knowledge of data flows between interfacing systems . Product, pricing and contractual knowledge of assigned clients . Effectively facilitate and negotiate Client questions/discussions regarding Administration processes and requirements insuring they meet client needs while balancing Administration business controls and objectives . Identify client issues; perform detailed problem analysis, review solution alternatives and follow-through to resolution. Apply judgment regarding criticality of issues and escalation requirements . Ensure documentation is updated as appropriate following resolution .Proactively find areas to streamline processes, which minimize rework and manual processes through process improvements, additional training, etc. . Provide comprehensive input and impact analysis on development of custom Administration procedures necessary to support new, incoming clients . Partner and assist more junior staff who are training to be Stock Plan Administrators as necessary; provide performance feedback upon request . Manage monthly invoicing requirements for assigned client base, ensuring all products are correctly accounted for and documented per contractual commitments . Proactively identify cross-sell opportunities within assigned Client base and lead introductory calls with the client regarding new value-add services (e.g. Online Grants, ESPP Enrollment, Restricted Stock Administration, etc.) . 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 Administration policies/processes and critical cross-functional, downstream impacts . Demonstrate and apply knowledge of how the Administration process links to all functions that touch the Client and their participants (e.g. Sales, Implementation, Executive Services, etc.) . Participate, as needed, in product design reviews representing Administration business requirements to the Product Management organization .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 Administration and broader CEFS Client Care team . Actively participate and lead, as requested, ongoing process improvement initiatives within the Operations organization drawing upon project management skills, technical expertise, cross-functional knowledge and teamwork . Ensure completeness of documentation and full compliance with all internal and external regulatory requirements .Other duties as assigned Requirements .Effective written and oral communication skills .Proven customer service and active listening skills .Self-confidence and composure .Strong organizational skills with the ability to multi-task .Strong analytical and problem-solving skills .Judgment and decision-making skills .Negotiation and influencing skills .Accountability/dependability .Business impact evaluation and analysis expertise .Attention to detail .Team player .Flexibility .Proficient in use of desktop computers/internet applications .Minimum BS/BA degree or equivalent education, training or experience with an emphasis on Finance, Paralegal, Business and/or Economics . Proficiency with UBS platform software .Passed CEP I exam .At least 1 year of stock plan administration experience .Proficiency in desktop computer/internet applications In addition to the Minimum requirements listed above, it is preferable to have the following: .CEP II, CEP III .Knowledge of the brokerage industry .Direct experience with global equity plans, complex plans such as restricted stock units, swaps/reloads, performance awards, etc. .Project Management skills Our Offering We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth. It starts with you If you are attracted to joining an organization where every individuals contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.

Please refer to Job code ubs-38725 when responding to this ad.

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