Full-Time Operations Specialist I

Insightsoftware is hiring a remote Full-Time Operations Specialist I. The career level for this job opening is Entry Level and is accepting Remote based applicants remotely. Read complete job description before applying.

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Insightsoftware

Job Title

Operations Specialist I

Posted

Career Level

Full-Time

Career Level

Entry Level

Locations Accepted

Remote

Job Details

You are a critical thinker who enjoys solving problems and keeping track of details so that you can provide the highest level of service to your customers. You like working independently but work well with a team when you need to collaborate and lean on others.

What You'll Do:
  • Performs day-to-day stock administration tasks and customer support for client companies
  • Processes equity grants, vesting, expiration and forfeiture actions for employees and directors
  • Processes option exercises and stock award vesting and ESPP purchase events as they occur
  • Manages and interfaces with applicable third-party vendors (brokers, transfer agents, etc.)
  • Assists Client Service Managers with client inquiries, requests for reports (outstanding equity and equity forfeitures, vesting and exercises, and other required compliance reports)
  • Imports data, monitors automatic data feeds, resolves data errors, runs and analyzes equity audit reports
  • Prepares monthly, quarterly and year-end stock transaction reconciliations
  • Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services
What You'll Need:
  • B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies
  • 0-2 years of experience in working with third-party record keeping
  • Certified Equity Professional (CEP) Level 1 or ability to obtain within 12 months. Full certification encouraged.
  • Systems for plan administration or payroll (equity administration software preferred)
  • High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
  • Excellent written and verbal communication skills
  • Ability to work well in a collaborative environment
  • Strong analytical and independent problem-solving skills
  • Strong organizational skills and an ability to manage multiple clients’ tasks and issues in a fast-paced work environment
  • Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
  • Experience working with different types of Equity Plans in both private and public companies is preferred

FAQs

What is the last date for applying to the job?

The deadline to apply for Full-Time Operations Specialist I at Insightsoftware is 28th of August 2025 . We consider jobs older than one month to have expired.

Which countries are accepted for this remote job?

This job accepts [ Remote ] applicants. .

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