• Manage and coordinate the EFG equity approved, recommended and thematic lists.
• Generate equity recommendations targeted at the broad needs and opportunities of advisory clients. 
• Write factsheets and short messages related to equity recommendations.
• Closely collaborate with the equity-structured product desk on idea generation.
• Advise larger advisory clients of the bank on equity holdings. 
• In this capacity, presentation and social interaction skills with wealthy individuals 
• Advise on equity globally but are regionally specialized in content production
• Closely interacting with the equity research team and fund managers.

Skills: Equity Management, Client Advisory, Content Production, Idea Generation, Factsheet Writing, Presentation, Social Interaction, Team Collaboration

• Perform accurate and timely processing of all employee stock plan transactions, including grants, cancellations, options exercises, RSU releases and ESPP enrollment and purchases via EEO.
• Maintain company and employee’s data using the E*Trade platform
• Partner with the Payroll team to ensure accurate and timely processing of all equity related transactions for Payroll/W2 reporting
• Partner with internal Legal, HR, Finance and other teams for all areas involving compensation and benefits to maintain and improve current processes and procedures relating to equity administration.
• Administer and maintain all equity procedures required to keep up to date with tax jurisdiction reporting and regulatory compliance.
• Maintain opening and closing of the company’s trading window via E*Trade systems and process employees' trade approval, per insider trading policy and schedules
• Perform monthly/quarterly/annual reconciliation including related journal entries, receivable of option proceeds, and perform auditing procedures to ensure accuracy.
• Provide excellent customer service to employees, management and business partners.
• Provide support on equity education and training 
• Collect and prepare data on stock plan activities and other data for internal and external reporting.
• Maintain all SOX controls related to Equity Administration

Skills: Equity Transaction Processing, Data Management, Payroll Coordination, Regulatory Compliance, Financial Reconciliation, Customer Service, Educational Training, SOX Control Maintenance

• Serve as primary point of contact, providing customers with timely and periodic status updates on loan applications and handling telephone inquiries regarding the Bank's lending products
• Thoroughly review and process loan applications in accordance with Lending Policy, as well as, applicable laws, regulations and guidelines. 
• Responsible for the collection, review and validation of all required documentation, including credit reports, property searches, appraisals, title work, income documentation and other compliance-related verifications in accordance with the Bank Standards, State and Federal Laws and Regulations. 
• Ensure all customer files are complete and in compliance with regulatory agencies and internal policies.
• Prepare New Loan Set-up Sheet and file to be transferred to the Loan Servicing Department
• Enter data into Loan Origination System Software ensuring accuracy and attention to detail
• Monitor activity reports and follow up on any activities that need to be completed before moving the file to next stage
• Complete loan funding process, which includes loan disbursements, the interface of loan data from Loan Origination System to Core System, preparation of Loan Summary and passing of tickets
• Coordinate loan closing process, including collaborating with bank attorneys and/or third-party closing company, preparing final closing documents, and quality control review of final closing package for accuracy and signatures before funding
• Responsible for scanning loan files and documentation into Core system for electronic filing
• Meet production, quality and service standards with an emphasis on exceptional customer service
• Articulate difficult and/or complex information to customers in a manner that is clear and thoughtful to drive customer retention
• Maintain customer privacy and confidentiality at all times
• Compliance with all relevant Bank policies and procedures

Skills: Customer Relationship Management, Loan Application Processing, Documentation Validation, Regulatory Compliance, Data Entry Accuracy, Activity Monitoring, Loan Funding Coordination, Electronic Filing Management

• Responsible for application loan processing according to established procedures and timelines. 
• Day-to-day monitoring of individual assigned loan files by communicating with applicants, internal partners and external vendors to obtain required documents for the lending officer to render a final credit decision.
• Provides high level of customer service to applicants, internal partners and vendors throughout the loan process. 
• Obtains required collateral documentation and organizes documents as requested by the lending officer for file review. 
• Contact applicants upon receipt of information for clarification 
• Follows documentation process of established procedures for ordering property title, property insurance and valuation documents. 
• Reviews the following against Bank requirements: valuation forms, flood zoning determinations, insurance documents, conveyance documents, loan conditions, and other loan forms to ensure that loans are closed in accordance with approval terms and conditions.
• Obtain required credit documentation and organize all documents as requested by the lending officer for file review. 
• Contact applicants upon receipt of information for further clarification 
• Credit documents to include but not limited to: pay stubs, W-2s, personal tax returns, business tax returns, retirement documents, trust documents etc.
• Sends out written communication regarding application status according to established Bank and regulatory guidelines. 

Skills: Loan Processing, Document Management, High-Level Customer Service, Collateral Documentation, Compliance Review, Credit Documentation, Communication Skills, Regulatory Adherence

• Manage the day-to-day operation of the company’s equity program to ensure timely release, settlement and reporting of transactions.
• Review of reports, outputs, accounts, and coordination of plan activity to ensure proper processing within required deadlines.
• Prepare all grant documentation for management approval and maintain up-to-date records.
• Coordinate with Payroll, Finance, Tax, Legal and HR for administration and assessing the financial impact of transactions.
• Design the development of employee education and reference materials and serve as the primary point of contact for employee inquiries regarding the equity plan.
• Implement and monitor processes, identifying areas for streamlining and increased efficiency.
• Potential to take on additional responsibility in the area of compensation and benefits, including the design, implementation and benchmarking of equity compensation programs.

Skills: Equity Program Management, Report Review, Documentation Preparation, Cross-Functional Coordination, Educational Material Design, Process Optimization, Employee Communication, Compensation Design

• Proven sales and trading experience in financial services and the Structured Products sector, including Equity derivatives and light exotic products 
• Excellent interpersonal skills to deal with both internal staff and external clients
• Exposure to High Net Worth Private clients and Family Offices 
• Good interpersonal and communication skills essential 
• Strong IT skills essential 
• Ability to develop strong working relationships across functional and geographical lines 
• Ability to work to tight deadlines / Fluent spoken and written English.
• Proficient using spreadsheet and word processing applications or other similar technologies
• Experience in equity sales and advisory.

Qualifications: BA in Statistics with 7 Years of Experience

• Stock administration experience and public company experience 
• Ability to manage highly confidential information with professionalism and unquestionable integrity
• Impeccable, uncompromising, and unflappable attention to detail
• Exceptional Excel skills
• Demonstrated ability to manage complex projects
• Demonstrated ability to thrive in a dynamic and fast-paced environment
• Exceptional written and verbal communication skills with proven ability to effectively communicate complex stock plan matters to employees at all levels Strong analytical and organizational skills
• High attention to detail

Qualifications: BA in Accounting with 5 Years of Experience

• Experience in equity administration
• Knowledge of SEC regulations, global equity compliance, and global taxation
• Must be self-motivated and detail-oriented with exceptional organizational, quantitative, and analytical skills
• Excellent interpersonal skills and excellent communication skills, both verbal and written
• Proficient in MS Word and Access, Advanced in Excel
• Strong working understanding of domestic and international compensation programs 
• SAP, Successfactors Employee Central, and Fidelity PSW experience
• Excellent analytical and problem-solving approaches
• Strong business acumen with demonstrated ability to understand business goals and objectives

Qualifications: BA in Business Administration with 6 Years of Experience

• Experience working with Carta or similar experience
• Strong communication skills and the ability to interact professionally and effectively with a diverse group of stakeholders.
• Demonstrated professionalism, reliability, flexibility, attention to detail, and an ability to maintain strict privacy of confidential financial data.
• Ability to prioritize assignments, deal with interruptions, and meet deadlines in a fast paced and growth-oriented environment.
• Technology industry experience
• Experience working in a global and/or public company
• In-depth knowledge of equity products and market conventions of equity trading, order placement and quotation.
• Well organized, disciplined approach to work with a high level of attention to details.

Qualifications: BA in Economics with 6 Years of Experience

• Salesforce experience
• Excellent communication and customer service skills
• Strong knowledge and understanding of both state and federal employment laws and taxes
• Excellent presentation and facilitation skills
• Ability to adapt to a fast paced constantly evolving business and work environment while managing multiple high priorities
• Intermediate level in Microsoft Excel and Word
• Proven experience as a self-starter who can work independently or within a team
• Demonstrated ability in solving complex mathematical computations
• Ability to apply good problem-solving skills and critical out of the box thinking

Qualifications: BA in Finance with 3 Years of Experience