Stock Plan (Equity) Administrator

Siebert Financial; Nashville (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Health insurance

Dental insurance

Job summary

Siebert Financial is seeking an Equity Administrator for their Equity Compensation Services team. This role involves processing equity transactions, maintaining data integrity, and providing top-notch service to clients. The ideal candidate should possess a bachelor's degree in finance or a related field, along with 1–5 years of experience in equity compensation or financial operations. The position allows for remote/hybrid work and offers opportunities for career advancement in equity compensation and financial services.

Qualifications

• 1–5 years of experience in equity compensation or financial services operations.
• Fluency in written and spoken English required.
• Strong judgment on issue escalation.

Responsibilities

• Execute daily stock plan administration activities.
• Review and resolve data discrepancies.
• Administer equity events like RSU releases.
• Maintain participant data and plan details.
• Respond to client and participant inquiries.

Skills

Attention to detail

Problem-solving

Client-focused communication

Organizational skills

Proficiency in Excel

Education

Bachelor’s degree in Finance, Accounting, Business, or a related field

Tools

Salesforce

Excel

Job description

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. This position focuses on accurate processing of equity transactions, maintaining data integrity, and delivering high‑quality service to corporate clients across equity platforms.

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.

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.

Location

Remote/Hybrid

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.