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 partic...