Advance Solutions Project Specialist – AVP

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About the role

  • Project Specialist managing equity compensation projects for Morgan Stanley at Work, which provides workplace financial solutions. Supporting automation, data analysis, administration and client service.

Responsibilities

  • Manage end-to-end projects for corporate clients and internal partners
  • Provide operational support across Equity Edge Online and Shareworks equity administration platforms
  • Execute assigned projects across Automation, Data Analysis, Corporate Action and Administrative Support
  • Provide expertise in equity compensation practices, trends and programs to clients
  • Support client relationship and service management through timely and accurate responses to information requests
  • Collaborate with Product, Onboarding, Client Success Management and Implementation stakeholders
  • Collaborate with third-party vendors and channel partners to implement automated and integrated solutions
  • Understand each client’s equity compensation plans rapidly to provide best-in-class service
  • Contribute to process enhancement and product development

Requirements

  • Bachelor's degree in business administration, finance, or a related field
  • Minimum 2+ years of experience in equity compensation administration or a related field
  • Solid proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint)
  • Willingness to learn new tools as necessary
  • Familiarity with MS Access is a plus
  • Experience in customer service or client-facing roles
  • Strong organizational skills with the ability to multitask and manage multiple projects simultaneously
  • Excellent verbal and written communication skills in English
  • Additional languages are an asset
  • Familiarity with equity-related accounting, tax, and legal concepts
  • Willingness to learn and comply with international regulations
  • Ability to work effectively in a team environment and adapt to changing priorities
  • Comfortable learning and working in a fast-paced environment
  • Familiarity with stock plan administration systems such as Equity Edge Online, Shareworks or Global Intelligence is preferred but not required
  • CEP Level 1 certification is desirable but not required

Benefits

  • Employee Financial Empowerment, including knowledge, tools and support for workplace financial benefits
  • Attractive and comprehensive employee benefits and perks
  • Opportunities for career growth and movement across the business
  • Diversity and inclusion commitment
  • Learning, development and professional growth opportunities

Job title

Job type

Full Time

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

OnsiteCalgaryCanada

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