Plans Specialist

Location: Melbourne (Hybrid)

In this position, you’ll be based in Melbourne, Yarra Falls office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.  

We give you a world of potential
We have an opportunity for a full-time Permanent Plans Specialist who would be responsible for the successful end to end project coordination and transitional activities associated with several client facing projects. 

This role is based in our Melbourne office and will be reporting to the Team Leader, Events. 

A role you will love
Why is this an exciting opportunity? Well as a Plans Specialist in Computershare Plan Managers (CPM) you will be involved in delivering a variety of small to medium-sized recurring cyclical programs and client initiatives to the wider CPM operational and Client Development teams in a period of transformation. As part of a close knit and supportive team you will work together to achieve deliverables.

Some other key responsibilities:
 

• Support the planning, execution, and completion of planned events and client deliverables, ensuring accuracy, compliance, and adherence to service level agreements.
• Partner with clients and internal stakeholders to coordinate and deliver equity compensation, share plan, and financial administration activities within agreed timelines.
• Manage end-to-end execution of assigned workstreams, including transaction processing, data validation, financial calculations, reconciliations, and reporting activities.
• Review and analysis plan data, participant transactions, and financial outputs to identify discrepancies, mitigate risk, and ensure data integrity.
• Contribute to the continuous improvement of operational controls, financial processes, and service delivery methodologies, promoting efficiency and best practice.
• Prepare and maintain operational and client reporting, including reconciliations, project trackers, status reports, implementation updates, and management information.
• Build and maintain strong relationships with clients, brokers, custodians, payroll teams, finance teams, and other key stakeholders to support successful delivery outcomes.
• Monitor project and operational milestones, proactively identifying risks, issues, and dependencies, and escalating where required.
• Ensure all activities are completed in accordance with regulatory requirements, audit standards, internal controls, and client-specific governance frameworks.
• Support the implementation of new share plans, corporate actions, vesting events, and business initiatives through effective coordination and financial oversight.
• Build strong working relationships with clients and colleagues to deliver a high standard of service and participant experience.

What will you bring to the role?

You will use your strong Project Management, Organisational and Planning capabilities to excel in this role as well as being an excellent communicator! Building strong relationships internally and externally will also come natural to you.

Some other key skills that you’ll have:

• Proven ability to work as part of a team and think outside the box to achieve the best outcomes
• Prior project coordination or administration experience
• Willingness to learn quickly and be adaptable to a changing environment
• Strong organisation and time management skills
• Excellent interpersonal and communication skills, written and verbal
• Intermediate to advanced Microsoft Excel skills and intermediate Microsoft Project
   

The candidate will hold extensive industry knowledge with their experience alongside ASX top 50 companies to provide successful outcomes across all Plan and Project types.
Rewards designed for you 

Flexible work to help you find the best balance between work and lifestyle 

Health and wellbeing rewards that can be tailored to support you and your family 

Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.  

Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future 

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub