Stock Plan (Equity) Administrator

Muriel Siebert & Co Inc

Nashville, TN

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JOB DETAILS

SKILLS

Acceptance Testing, Accounting, Administrative Skills, Analysis Skills, Case Management, Communication Skills, Compensation and Benefits, Continuous Improvement, Customer Experience, Customer Relations, Customer Support/Service, Data Processing, Data Quality, Debugging Skills, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Documentation, English Language, Finance, Financial Operations, Financial Services, Health Insurance, Identify Issues, Maintain Compliance, Microsoft Excel, Microsoft Word, Multiplatform/Cross-Platform, Multitasking, Operational Strategy, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Reconciliation, Record Keeping, Resolve Customer Issues, Risk Analysis, Salesforce.com, Service Level Agreement (SLA), Stock Administration, Stock Purchase Plans, System Test, System Validation, Team Player, Time Management, Trading/Stockbroking, Transaction Processing/Management, Writing Skills

LOCATION

Nashville, TN

POSTED

30+ days ago

Benefits:

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off

Equity Administrator Role – Siebert

The Equity Administrator is an operational role within Siebert’s Equity Compensation Services team, responsible for executing core stock plan administration functions and supporting corporate clients across equity platforms. This role focuses on the accurate processing of equity transactions, maintaining data integrity, and delivering high-quality service to clients.

Equity Administrators play a key role in ensuring seamless administration of equity plans, partnering with internal teams and clients to resolve issues, answer inquiries, and support the full lifecycle of equity compensation events. This position provides a strong foundation for career growth within the equity compensation and financial services industry.

Equity Administrator Responsibilities

Execute daily stock plan administration activities, including processing equity transactions, trade settlements, and pre-clearance requests
Review and resolve data discrepancies, import errors, and reconciliation issues to ensure data accuracy across systems
Administer equity events such as Restricted Stock Unit (RSU) releases, stock option exercises, and Employee Stock Purchase Plan (ESPP) purchases
Perform monthly and periodic reconciliations, including share and cash balancing activities
Maintain and update participant data, grant records, and plan details in accordance with client instructions
Manage ESPP enrollments, online grant acceptance processes, and equity plan reporting requirements
Identify operational risks, errors, or inconsistencies and collaborate with internal stakeholders to implement solutions and drive resolution
Document and maintain detailed client procedures, workflows, and internal controls
Monitor and manage case queues using systems such as Salesforce or similar tools; ensure timely case resolution and accurate documentation
Respond to client and participant inquiries with a focus on accuracy, timeliness, and service excellence, meeting defined service level agreements (SLAs)
Research and resolve complex equity plan issues, leveraging system knowledge and internal resources
Troubleshoot platform-related questions through effective problem-solving and client communication
Participate in system testing, validation, and process improvement initiatives; identify defects and recommend enhancements
Support continuous improvement efforts to enhance operational efficiency and client experience
Perform additional duties as assigned to support team and organizational objectives

Qualifications

Bachelor’s degree preferred in Finance, Accounting, Business, or a related field
1–5 years of experience in equity compensation, financial services operations, or client service roles
CEP (Certified Equity Professional) certification is a plus, but not required
Strong attention to detail with a high degree of accuracy in data processing and reconciliation
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Analytical mindset with strong problem-solving capabilities
Demonstrated ability to follow processes, maintain controls, and ensure compliance
Effective communication skills with a client-focused approach
Strong organizational and time management skills, with sound judgment on issue escalation
Proficiency with standard business tools including Excel, Word, and case management systems
Ability to work both independently and collaboratively within a team environment
Positive, proactive attitude with a commitment to continuous learning and improvement
Fluency in written and spoken English required

Equity Administrator – Siebert Location: [Insert Location or Remote/Hybrid]

Department: Equity Compensation Services About the Role Siebert is seeking a detail-oriented Equity Administrator to join our Equity Compensation Services team. In this operational role, you will play a critical part in delivering accurate, high-quality stock plan administration for our corporate clients. You will manage the day-to-day processing of equity transactions, maintain data integrity, and provide exceptional support throughout the full lifecycle of equity compensation events. This is an excellent opportunity for someone looking to build or grow a career in equity compensation and financial services, with strong potential for professional development in a dynamic, client-focused environment. Key Responsibilities

Process daily equity transactions, including trade settlements, pre-clearance requests, RSU releases, stock option exercises, and ESPP purchases
Administer Employee Stock Purchase Plans (ESPP), including enrollments and purchase processing
Review and resolve data discrepancies, import errors, and reconciliation issues to ensure accuracy across all systems
Perform monthly and periodic reconciliations, including share and cash balancing
Maintain participant records, grant data, and plan details in line with client instructions
Manage case queues (Salesforce or similar), respond to client and participant inquiries, and meet or exceed service level agreements (SLAs)
Research and resolve complex equity plan issues, escalating when necessary with clear documentation
Document and maintain client-specific procedures, workflows, and internal controls
Identify operational risks and collaborate with internal teams to implement solutions and process improvements
Participate in system testing, user acceptance testing, and continuous improvement initiatives
Support additional team and company objectives as needed

Qualifications

Bachelor’s degree preferred (Finance, Accounting, Business, or related field)
1–5 years of experience in equity compensation administration, financial services operations, or client service
CEP (Certified Equity Professional) designation is a strong plus
High attention to detail with proven accuracy in data processing and reconciliation
Strong analytical and problem-solving skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Excellent written and verbal communication skills with a client-first mindset
Proficient in Microsoft Excel (intermediate to advanced), Word, and case management systems
Experience with equity compensation platforms is highly desirable
Strong organizational skills, sound judgment, and comfort escalating issues appropriately
Ability to work both independently and collaboratively in a team setting
Positive, proactive attitude with a commitment to continuous learning
Fluency in written and spoken English required

What We Offer

Opportunity to develop deep expertise in equity compensation
Collaborative team environment focused on service excellence and process improvement
Clear path for career growth within equity services and financial operations

If you are organized, analytically minded, and thrive on delivering accurate and timely service to clients, we encourage you to apply for this Equity Administrator position at Siebert.

About the Company

Muriel Siebert & Co Inc

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