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Stock Administrator

Job Description:
The stock administrator will be a key member of the stock team who will assist in scaling Okta’s stock administration function as the Company grows globally. This position is based in our headquarters in San Francisco. The successful candidate will be responsible for hands-on, end-to-end administration of the Company’s equity plans (including but not limited to options, RSUs, ESPP and dual class stock structure) globally. The ideal candidate will have at least three years of hands-on public company stock administration experience and will be exceptionally organized, responsible, detail-oriented and resourceful.

You will:
Utilize your stock administration expertise to administer the company’s many equity programs for all employees in the U.S. and globally.
Work closely with the company’s transfer agent, outside broker service providers, and internal Legal, Finance, Payroll, People, Tax and other teams, as necessary.
Provide a superior level of customer service to employees, management and others.
Support employee understanding of equity awards and Company programs and policies and conduct office hours for new and existing employees.
Assist efforts to grow and scale the stock administration function, including but not limited to enhancing existing manual processes, automating processes and helping to evaluate service providers.
Lead efforts to automate routine work streams and manual processes to enable efficient, accurate and timely processing of equity award data.
Maintain company’s equity data using E*TRADE’s Equity Edge Online (EEO) platform.
Prepare custom reports within EEO and Excel, and perform complex reconciliations to review accuracy of equity and transaction data.
Maintain supporting workbooks for internal/external SOX auditors and respond accurately, thoroughly and timely to auditor requests for data.
Prepare and file accurate and timely Section 16 Forms 3, 4 and 5.
Assist with preparation of stock-related sections of 10Qs, 10Ks and Proxy Statements.
Assist legal team with review of newly proposed 10b5-1 trading plans and process trades manually from trading plan brokers.
Assist with process for mobile employees.
Apply complex mobility tax calculations.
Perform other duties and ad hoc projects and reporting as requested.

 

Qualifications:
Self-motivated, reliable, flexible, deadline-oriented, have a keen attention to detail, and are able to complete multiple tasks in a timely fashion, independently with minimal supervision. 
Expert in use of Equity Edge Online and Excel.
An effective communicator using any medium with a variety of levels of internal employees, business partners, external vendors, etc.
A compliance and process-oriented individual who is also flexible and can excel in a fast-paced and rapidly evolving environment. 
A team player with a strong work ethic and ability to complete projects timely and accurately.
Able to maintain strict confidentiality in a very open and transparent environment.

You have:
3+ years of experience in administration of global equity programs
Minimum CEP Level II required.
Demonstrated expertise with global equity programs, multiple equity award types, and transaction volume.
Demonstrated experience working directly with E*TRADE, EEO and other major third-party equity software systems and brokerage firms.
Ability to be successful in a fast-paced and demanding environment.
Strong verbal, written and interpersonal communication skills with an ability to communicate effectively with all levels of employees and internal/external partners.
Demonstrated analytical abilities and Excel.
Excellent project management skills and ability to prioritize.
Energy, enthusiasm and follow-up skills necessary to drive results.
Bachelor’s degree preferred.

Okta is an Equal Opportunity Employer.

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