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 & Custo...