Ashley Crowner, Cep Email & Phone Number

St. Louis, Mo, Us

London, Gb

Roseville, Ca, Us

Us

Perform full-service stock administration services for assigned large market Corporate Clients using Equity Edge and Equity Edge Online software, supporting a variety of plan types including restricted stock grants and units, performance stock grants, stock options, performance stock options, stock appreciation rights, ESPP, deferred compensationAssist clients in daily transaction processing, issuing new grants, creating and delivering participant communication, preparing grant agreements and tracking acceptance, dividend equivalent processing, disposition tracking, reconciliation of plan reserves and treasury shares, terminations, and mobility tracking Process Restricted Stock and Performance Award releases, ESPP purchases, and Stock Option exercisesSupport all accounting, reporting, and associated compliance disclosures, including Section 16 reporting, 6039 filings, tax reporting, valuation and expense reporting, and proxy disclosuresUtilize excellent listening, verbal, and written communication skills to provide clear, accurate information and education to clients Display a comprehensive operational understanding of regulations and compliance requirements within global equity compensation and the financial services industryPartner with the Sales, Implementation, and Relationship Management teams to form and further develop relationships with corporate clientsAssist with new client implementation and software conversion projectsPartner with Compliance team to update processes, guidelines, and workflowsPartner with the Product team to identify opportunities for product enhancements, and participate in product testing and validation using in-depth product knowledge to identify and document defectsFacilitate training and development of new hiresExceed established quality, customer satisfaction, and retention standards

Performed backend maintenance of shareholder accounts, including IRA, brokerage, mutual fund, college savings, and retirement plans.Apply checks to existing and new shareholder accounts Process offline deposits from investor centersReview correspondence and checks for good order and ensure they are processed appropriatelyCorrespond with shareholders when requests are not in good orderPerform document management, including recordkeeping of archived documents onsite and offsite to ensure information is properly maintained for compliance reasonsPerform correspondence management, including packing enclosures with correspondence, to ensure customers receive appropriate communications to their requestsPerform statement research and check reconciliation functionsPerform data entry of account informationMeet and exceed productivity and quality standards

Jersey City, Nj, Us

Managed team of five to seven employeesProcessed cash and check transactionsOversaw incoming and outgoing cash shipmentResponsible for settling and replenishing the ATMsResponsible for training and development of other tellersEnsured teller line met sales, customer service and accuracy goalsResponsible for making sure the branch was operationally soundPerformed monthly audits

Processed cash and check transactionsResponsible for settling and replenishing the ATMAssisted in opening new accountsMet and exceeded monthly sales goalsMaintained customer service standards

Accounting And Finance

Associate Of Science (A.S.), Business Administration And Management

Cep Level Iii