Stock Plan Administrator

Join to apply for the Stock Plan Administrator role at NW Natural

3 days ago Be among the first 25 applicants

This range is provided by NW Natural. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$96,000.00/yr - $/yr

Non-Union Position

Shareholder Services;
Portland, Oregon (US-OR)

Hybrid schedule available for Oregon & Washington residents.

Regular FT

Posting # 5431

At NW Natural, we offer more than rewarding career opportunities and a vibrant, inclusive work culture. We invite you to join us in providing safe and reliable utility services and renewable energy to better the lives of the communities we serve. Our vision is to be the leader in service excellence, innovation and environmental stewardship for our customers, while building on our strengths as a trusted energy provider and environmental leader for our industry.

In addition to environmental stewardship, we’re also deeply committed to Diversity, Equity and Inclusion at NW Natural. Our DEI Council started 21 years ago, and today we continue to foster a culture where all employees can experience a sense of belonging, shared purpose and possibility.

Manages Transfer Agent to ensure accurate and timely dividend payments, quarterly statements, and tax reporting forms; facilitates compliance with relevant securities and lost shareholders rules and regulations of SEC, IRS and other regulatory state agencies, including maintenance and integrity of shareholder records and communications. Administers stock awards under Company’s equity compensation plans from grant to termination; and prepares and files Section 16 reports with the SEC.

Collaborates with Corporate Secretary and related departments to support the governance, disclosure and compliance functions of that office, including SEC filings, annual shareholder meeting preparation, other corporate and governance functions, and developing shareholder services program and budget needs.

• Administers various equity compensation plans, including Employee Stock Purchase Plan and Long Term Incentive Plan, from time of grant, vesting, and payout or termination, as well as mechanics of deferred stock reallocation and distribution for directors and executive officers under the Company’s non-qualified deferred compensation plans.
• Manages and maintains all stock administration information and system data, and ensures the highest level of data integrity.
• Manages and reconciles equity award activities and accounting for various equity plans to ensure issued and outstanding shares are within authorized limits filed with the Securities and Exchange Commission (SEC) and New York Stock Exchange (NYSE); and produces and provides month-end, quarter-end, and year-end reports to finance, accounting, tax, human resources and legal departments
• Prepares and files Forms 144, and Forms 3, 4 and 5. Prepares and applies for EDGAR Access Codes.
• Maintains and manages records regarding stock holdings of directors and officers.
• Provides direction and guidance to directors, executive officers and employees on stock plan administration, and stock acquisition and disposition mechanics.
• Monitors and administers insider trading policy and procedures matters and 10b5‑1 plans.
• Manages activities of Transfer Agent and captive broker to ensure timely and accurate dividend payments, monthly direct stock purchases, original stock issuances, reserve reporting, shareholder records, escheatment reporting, and responses to IRS and state unclaimed property agencies.
• Oversees the Transfer Agent and captive brokers to ensure all relevant reporting are filed timely, any changes to securities or IRS rules and regulations are timely effected, shareholder services are satisfied, and Company’s risk exposure is minimized.
• Oversees the administration of the Dividend Reinvestment and Direct Stock Purchase Plan to ensure compliance with plan documents.
• Researches and analyzes shareholder records and responds to inquiries, including cost basis, and assists the Transfer Agent with such inquiries, when appropriate.
• Analyzes lost shareholder and preliminary abandoned property…