Plan administrator Job at Robert Half (San Ramon)

New

Stock Plan Administrator

As a Stock Plan Administrator, you will assist in the day-to-day administration ...

Location

United States

Salary:

Not provided

Coursera

Expiration Date

Until further notice

Requirements

4+ years of experience in stock plan administration, including experience working at a public company
Experience with Fidelity PSW (Equity System) and direct experience processing equity transactions
Experience with ESPP
Advanced skills in Excel

Job Responsibility

Assist in transaction processing (option exercises, RSU releases, ESPP purchases and grants) using the Fidelity PSW system
Assist with aspects of our global equity programs and coordinate with Finance, HR, Tax and Payroll teams, providing accurate and timely information regarding equity transactions
Assist in providing information for financial statement footnote disclosures, reconcile common stock, additional paid in capital, and related employee taxes
prepare monthly and quarterly equity roll forward
Prepare Section 16 reports (Forms 3, 4 and 5) with the SEC
Provide regular communication to employees regarding equity programs, resolving questions, issues or concerns to support employee understanding of equity awards and company programs and policies
Ensure SOX compliance and controls on all aspects of the equity plan including documentation, testing and audit support
Work with transfer agent for timely DWAC and reconciliation of shares

What we offer

comprehensive health and wellness benefits
bonus and RSU equity programs
global perks

Fulltime

Retirement Plan Administrator – Manager

We are looking for a manager with define contribution plan experience. The ideal...

Location

United States , Syracuse

Salary:

70000.00 USD / Year

Dermody, Burke & Brown, CPAs, LLC

Expiration Date

Until further notice

Requirements

8+ years of retirement plan administration experience
Have broad knowledge of the retirement plan industry and proposed regulatory changes
Proficient in Office 365
Demonstrate excellent written and verbal communication
Must be detail oriented and possess strong organizational skills
Superior time management and ability to meet deadlines

Job Responsibility

Design, review, and updates of retirement plan document
Ability to accurately read, interpret and apply plan document provisions
Manage client plans
Ensure compliance with ERISA, DOL and IRS requirements
Plan Administration, including all compliance and nondiscrimination testing
Review employer contribution calculations using different methods
Review IRS Forms (5500 series, 1099R, and other applicable forms)
Review of trust accounting
Excellent client services skills such as handling requests in a timely and professional manner

Fulltime

Non-Qualified Plan Administrator

We are looking for a skilled Non-Qualified Plan Administrator to join our team o...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
Minimum of 3 years of experience administering deferred compensation plans, 409A, and familiarity with 401(k) plans
Proficiency in Excel and Word at an intermediate level - Need data reporting and manipulation skills (VLOOKUPS/Pivot tables)
Strong verbal and written communication skills
Ability to interpret plan documents and apply them to daily administrative tasks
Experience reconciling payroll deductions with contribution deposits
Capability to manage multiple tasks in a fast-paced environment
Proven ability to work collaboratively within a team setting

Job Responsibility

Administer annual enrollment processes for multiple deferred compensation plans, including coordination with vendors and review of participant communications
Process distribution payments for various participant events, such as vesting, separation of service, and domestic relations orders, in compliance with established schedules
Manage employer discretionary allocation reviews, developing timelines, processing deposits, and drafting participant notifications
Compile and analyze year-end compensation data to support non-discrimination testing and plan analysis
Maintain and update plan materials to ensure accuracy and compliance
Collaborate with vendors and internal teams to identify and resolve data discrepancies and file transmission errors
Respond to participant inquiries regarding plan eligibility, contributions, distributions, and vesting calculations
Investigate payroll deduction variances and initiate wire deposit requests for plan funding
Participate in team projects, offering recommendations to improve processes and enhance operational efficiency

What we offer

Benefits are available including medical, vision, dental, life and disability insurance
Employees hired for our FTEP Program are also eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible)
FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays
The amount of Choice Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked per week
A new FTEP employee earns up to 13 days of CTO and up to 10 paid holidays per calendar year

Senior Stock Plan Administrator

We’re looking for a Senior Stock Administrator to help build and manage a world-...

Location

United States

Salary:

90100.00 - 156000.00 USD / Year

ClickHouse

Expiration Date

Until further notice

Requirements

5–8 years of experience in global equity administration for high-growth private or public technology companies
CEP Level II certification required
Level III preferred
Deep knowledge of global equity plans, including options, RSUs, and related tax and reporting requirements
Strong understanding of stock-based compensation accounting concepts and U.S. GAAP (ASC 718)
Hands-on experience with equity management platforms such as Carta, Shareworks or Equity Edge
Proficiency in Excel or Google Sheets, with strong analytical and reconciliation skills
Detail-oriented and organized, with a commitment to accuracy and confidentiality
Proven ability to collaborate cross-functionally with Legal, Finance, Tax, Payroll, and People teams
Excellent written and verbal communication skills, with the ability to explain complex topics clearly

Job Responsibility

Administer ClickHouse’s global equity programs, including option grants, RSU releases, exercises, cancellations, and related transactions
Manage and maintain accurate equity data within our equity management platform (e.g., Carta or similar)
Partner with Payroll, Legal, Tax, and Accounting to ensure timely and compliant processing of equity transactions, including tax withholding and reporting
Support global employees and stakeholders by providing timely, high-quality customer service and education on equity-related matters
Prepare and reconcile monthly and quarterly equity reports, including share activity, expense accruals, and outstanding balances
Ensure compliance with global tax, legal, and securities regulations across all jurisdictions where equity is granted
Collaborate with Accounting on stock-based compensation reporting and audit support, including PBC requests and reconciliations
Assist in maintaining accurate records of equity authorizations, share pools, and plan usage for internal and board reporting
Support process improvements, automation, and system enhancements to improve efficiency and accuracy of equity administration
Contribute to the design and delivery of employee equity education programs and communication materials

What we offer

Flexible work environment - ClickHouse is a globally distributed company and remote-friendly. We currently operate in 20 countries
Healthcare - Employer contributions towards your healthcare
Equity in the company - Every new team member who joins our company receives stock options
Time off - Flexible time off in the US, generous entitlement in other countries
A $500 Home office setup if you’re a remote employee
Global Gatherings – We believe in the power of in-person connection and offer opportunities to engage with colleagues at company-wide offsites

Fulltime

Non-Qualified Plan Administrator

We are looking for a skilled Non-Qualified Plan Administrator to join our team o...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
Minimum of 3 years of experience administering deferred compensation plans, 409A, and familiarity with 401(k) plans
Proficiency in Excel and Word at an intermediate level - Need data reporting and manipulation skills (VLOOKUPS/Pivot tables)
Strong verbal and written communication skills
Ability to interpret plan documents and apply them to daily administrative tasks
Experience reconciling payroll deductions with contribution deposits
Capability to manage multiple tasks in a fast-paced environment
Proven ability to work collaboratively within a team setting

Job Responsibility

Administer annual enrollment processes for multiple deferred compensation plans, including coordination with vendors and review of participant communications
Process distribution payments for various participant events, such as vesting, separation of service, and domestic relations orders, in compliance with established schedules
Manage employer discretionary allocation reviews, developing timelines, processing deposits, and drafting participant notifications
Compile and analyze year-end compensation data to support non-discrimination testing and plan analysis
Maintain and update plan materials to ensure accuracy and compliance
Collaborate with vendors and internal teams to identify and resolve data discrepancies and file transmission errors
Respond to participant inquiries regarding plan eligibility, contributions, distributions, and vesting calculations
Investigate payroll deduction variances and initiate wire deposit requests for plan funding
Participate in team projects, offering recommendations to improve processes and enhance operational efficiency

What we offer

Benefits, PTO, Bonus available
medical, vision, dental, life and disability insurance
eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible)
paid time off for vacation, personal needs, and sick time and paid holidays

Senior Stock Plan Administrator

The Senior Stock Plan Administrator will be responsible for the end-to-end admin...

Location

United States , San Francisco; New York; Portland

Salary:

138800.00 - 192800.00 USD / Year

Mercury

Expiration Date

Until further notice

Requirements

5+ years of experience in equity administration for a multi-national public or private company
Deep knowledge of global equity compensation plans and related accounting, tax, and legal requirements, including ASC 718, 409A, and insider trading rules
Proven experience with a major equity administration platform (e.g., Carta, Shareworks, E*TRADE)
Experience managing the equity plan through various company stages, from fundraising to secondary market activities and IPO preparation
Excellent analytical and problem-solving skills with meticulous attention to detail and accuracy
Strong verbal and written communication skills for effective employee and cross-functional communication
A Bachelor’s degree in Finance, Accounting, or a related field

Job Responsibility

Administer the company's equity programs, including stock options and Restricted Stock Units (RSUs)
Process all equity transactions accurately and on a timely basis, including grants, exercises, vesting, releases, forfeitures, and private market secondary sales
Lead the implementation and migration of equity administration platform, including data validation, historical grant reconciliation, and coordination with internal stakeholders and vendors
Ensure compliance with all internal controls, Sarbanes-Oxley (SOX) requirements, and other global regulatory and tax regulations related to equity
Partner with Legal, HR, Finance, and Payroll teams on all equity-related matters
Preparing monthly and quarterly equity-related reports, expense schedules, and reconciliations, including stock-based compensation journal entries
Support employee understanding of equity programs through effective communication, education, and addressing inquiries
Assist with year-end tax reporting (e.g., Forms 3921 and 1099-B) and related filings

What we offer

base salary
equity (stock options/RSUs)
benefits

Fulltime

New

Hospitality Trainer

Share Your Expertise and Inspire Future Hospitality Professionals Salary: From ...

Location

United Kingdom , Basingstoke

Salary:

29000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Demonstrable experience at Hospitality Management level
Experience managing one or more of the following: F&B, Housekeeping, Front Office, Reception & Reservations, Conference & Events, Outlet, Kitchen
Ideally, a professional qualification in hospitality or a related field
Confidence with technology and strong organisational skills
Level 2 (GCSE) qualification in English and maths (or a willingness to achieve this)
A full driving licence and access to your own vehicle for travel within your team area

Job Responsibility

Guiding apprentices at all levels, helping them develop their skills and confidence in the hospitality sector
Supporting apprentices at our award-winning Hospitality Academy, providing hands-on training in essential techniques and customer service
Personalising learning plans to suit each apprentice's needs, ensuring they have the tools to thrive
Demonstrating how essential skills like communication, teamwork, and problem-solving fit into the hospitality world
Building relationships with employers and keeping them updated on their apprentices' progress
Managing administrative tasks and planning effectively using Google Suite and other systems

Fulltime

New

Clinic Patient Representative Senior - Multi Specialty

Greets, instructs, directs and schedules patients and visitors. Serves as a liai...

Location

United States , Corpus Christi

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
Knowledge of managed care preferred
Ability to operate 10 key calculator by touch, telephone, computer, copier, and fax machine
Excellent interpersonal and communication skills and good math knowledge essential
Some College Preferred
Three or more years of experience in a health care organization
ICD9 and CPT coding (advanced skills) Preferred
Experience with charge posting or collections Preferred

Job Responsibility

Maintains flow of patient check-in, verifies demographic and insurance information and enters into computer database. Assures that information in patient account is accurate
Assists with answering phones, taking messages and assisting with patient and staff inquiries
Responds to CBO requests for patient account corrections and/or maintenance, in a timely manner
Schedules appointments for patients in accordance with physician guidelines
Collects time of service payment amounts
collects prior balance amounts and/or arranging payment plans as requested
Checks in patients, verifies and updates necessary information in the medical record. Assists patients with completing all necessary forms
Scheduled appoints according to clinician template and follows office scheduling policies
Assists front office lead/supervisor with other administrative duties such as front end duties, denials, work queues and correct any errors to ensure clean claims
Screens visitors and responds to routine requests for information

Fulltime

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Plan administrator

Job Description

Job Responsibility

Requirements

What we offer

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