Stock Plan (Equity) Administrator

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.

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
• A positive, proactive attitude with a commitment to continuous learning and improvement
• Fluency in written and spoken English required