Job Description
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