Krystal Wilson

Involved in the “Kessel” project (migrating clients from the Shareworks platform to Equateplus) Tasks involve and are not limited to:

• Attending numerous tranche migration meetings
• Additional configuration and participant checks
• Loading any files ahead of go live
• Ensuring welcome emails are issued in a timely manner on go live
• Planning any future events for the upcoming migrating companies

In addition to the above tasks, I am also the first (and only) team member solely working on the new platform, whereby it’s important to ensure a smooth client transition from Shareworks to Equateplus

• Plan and produce timelines for any upcoming exec awards or vestings
• Configure and load any new awards and grant acceptances
• Configure, test and execute any vestings
• Educate the client about the new platform; how to populate templates, reporting requirements, highlighting any processing differences
• Train new team members and legacy Shareworks team on the new platform
• Write “Runbooks” (processing guides) for each client and their awards/vestings to reduce any errors occurring
• Support occasionally on the Shareworks platform

As technical specialist my role involved:

• Led training sessions for staff skill improvement.
• Improved workflow efficiency with thorough process analysis.
• Document, improve and streamline any processes to eliminate any key person dependencies
• First point of contact for any queries within the team
• Assist with transitioning clients from implementation to BAU
• Collaborated effectively with cross-functional teams for successful project completion.

My role as a client administrator entailed:

• Knowledge of discretionary share plans
• Meeting SLAs – ensuring tasks are completed in a timely and accurate manner
• Managing expectations internally and externally
• Testing to ensure trouble-free delivery of releases
• Collaborated effectively with teams, contributing to successful project completion.
• Supporting and assisting other team members

As Supervisor I executed the following:

• Ensuring all work is completed accurately
• Supporting the manager
• Monitoring workflows
• Working to SLAs
• Monthly 1-2-1s
• Appraisals
• Developing and monitoring training plans

The following tasks were performed:

• Check for dividend announcements
• Prepare initial set up of dividends
• Maintain database
• Work to SLAs
• Project manage Share Plan Dividends

During my role as supervisor, it was expected of me to:

• Check databases to ensure deadlines were met
• Delegate work fairly amongst the team
• Attend meetings with clients
• Assist manager
• Make fast accurate decisions
• Support staff in areas of development
• Use of CREST GUI

As an administrator my duties were:

• Process dividends
• Liaise with clients
• Train colleagues
• Manage incoming queries
• Ad-hoc projects
• Data entry
• Meet customer requirements