Senior Stock Plan Administrator

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Requirements:

• 5+ years of equity experience in stock plan administration with a public company.
• Experience with Morgan Stanley at Work (formerly Equity Edge) equity administration platform.
• Experience partnering with internal and external partners.
• Ability to maintain strict confidentiality of materials and information.
• Able to multi-task, prioritize, and work under tight deadlines.
• Strong analytical skills, accuracy and attention to details required.
• Proficiency in Microsoft Excel, including using functions (e.g., VLOOKUP and XLOOKUP) for analysis, data manipulation and automation as well as a strong ability to create insightful reports using Pivot Tables and conditional formatting.

Responsibilities:

• Maintain and ensure accuracy of the Morgan Stanley at Work equity administration database.
• Provide oversight of junior stock plan administrator to ensure timely completion of daily responsibilities.
• Prepare and process global restricted stock unit (RSU) and performance-based stock unit (PSU) grants, cancellations, exercises and releases on a timely basis.
• Assist with global employee stock purchase plan (ESPP) purchases, including partnering with Payroll to ensure appropriateness of income, taxation and plan limits.
• Prepare online agreements for all equity grant types.
• Prepare monthly and quarterly equity reconciliations.
• Assist with share-based compensation expense reports and G/L close related to equity activity.
• Assist with the preparation and filing of Section 16 reports (e.g., Forms 3, 4 and 5).
• Provide support related to equity activity for the quarterly Form 10-Q, annual Form 10-K and proxy statement filings.
• Provide equity reports, including the creation of custom reports when needed, to internal business partners for both routine and ad-hoc requests.
• Interact with stock transfer agent to ensure trades are settled timely and to initiate and reconcile DWAC transactions.
• Maintain accurate share logs to properly track all equity activity, including reconciliation to the stock transfer agent on a regular basis.
• Provide excellent customer service to global equity participants at all levels and to internal business partners.
• Assist with internal and external audits or investigations, as needed.
• Perform other duties and ad hoc projects as requested.