Key Responsibilities
Distribution & Equity Program Project Management
- Serve as project manager for all distribution-notice activities, including the creation and accurately posting of investor and participant notices.
- Collect, manage, and safeguard personally identifiable information (PII) from participants in accordance with company policies.
- Oversee team-wide DocuSign processes, including:
- Monitoring workflow progress
- Saving and organizing fully executed documents
- Following up with investors for outstanding signatures
- Maintain accurate and up-to-date contact lists for investors and program participants.
- Manage uploads and organization of all equity investment program documents within designated document repositories.
- Perform Comptrak and HRSoft report balance testing to support data integrity and reporting accuracy.
EEM Inbox & Customer Service Management
- Act as the primary manager for the EEM inbox, ensuring timely and accurate responses to participant and stakeholder inquiries.
- Monitor inbound requests, delegate items to appropriate team members, and directly respond as needed to resolve issues efficiently.
JPM Cash & Banking Process Management
- Manage and maintain daily cash tracking spreadsheets.
- Input and process payments accurately and in a timely manner.
- Update payment templates to reflect new or revised banking information.
- Verify participant and vendor banking details via phone or email when required to mitigate risk and ensure secure payments.
Comptrak/HRSoft Liaison & Participant Access Support
- Serve as the liaison between HRSoft system access and equity program participants.
- Manage and support all workflow processes related to participant access, troubleshooting, and system navigation.
Billbacks, Payables, and Tax Payment Coordination
- Track, initiate, and manage billbacks and other payables related to equity programs.
- Review, sign off on, and initiate tax payments and reimbursement requests.
- Initiate payments for billbacks to GREP and provide supporting correspondence as required.
- Submit vendor invoices to GREP for payment when received via email, ensuring completeness and accuracy prior to submission.
Key Skills & Competencies
- Strong project management and organizational skills
- High attention to detail, particularly with financial data, documentation, and approvals
- Ability to manage sensitive and confidential information
- Excellent written and verbal communication skills
- Proven ability to coordinate across teams, systems, and external participants
- Strong customer service mindset with the ability to prioritize and manage competing deadlines
