Coder – Administration
Providence
Stock Plan Administration Specialist – Senior Specialist
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Kentucky, New Hampshire, Texas, Utah • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Coordinate brokerage specific transactions based on external Plan Sponsor requests
- Deliver a world-class customer experience
- Interpret instructions from the client
- Understand service level agreements and make decisions to maintain client expectations
- Responsible for day-to-day execution of plan specific updates
- Balance client needs with Participant experience
- Understand the impact updates you make will have on the end participant’s equity compensation balances
- Execute daily requests from external Plan Sponsors requiring updates to their plan Participants
- Contribute to ongoing process improvement initiatives
Requirements
- Bachelor’s degree or equivalent work experience
- Financial Services or Equity Compensation industry experience preferred
- Series 7 permitted; additional Certified Equity Professional level 1 not required but encouraged within the first year of role
- Strong written and verbal communication skills
- Ability to be proactive and add value through creative, flexible work solutions while exercising sound and professional judgment
- Understand the importance of working with our Fidelity business partners, and clients and have a background in customer service both face to face and over the phone
- Inquisitive nature and will not be afraid to question why
- Experience with problem resolution and prevention
Benefits
- Health insurance
- 401(k) retirement plans
- Paid time off
- Professional development opportunities
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer experiencewritten communicationverbal communicationproactive problem solvingcreative solutionsflexibilityprofessional judgmentinquisitive natureproblem resolutioncustomer service
Certifications
Bachelor’s degreeSeries 7Certified Equity Professional level 1
