Stock Plans Associate at Muriel Siebert & Co Inc — California, USA | Base Career

Full Job Posting

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
Provide frontline support to stock plan participants via phone, email, and chat
Educate participants on various types of equity awards (RSUs, stock options, ESPP, etc.)
Assist with account setup, online access, and understanding of plan documentation
Help participants navigate the trading platform and guide them through exercises and sales
Coordinate with brokerage partners to address trade-related inquiries
Monitor and ensure timely execution and reporting of participant transactions
Maintain accurate and detailed records of participant interactions
Identify and escalate opportunities for process improvement, FAQs, and resource enhancements
Candidates must obtain FINRA Series 7 and Series 63 licenses within 6 months of hire
Company-sponsored training, resources, and exam preparation provided
Strong interest in finance, equity compensation, or capital markets
Excellent communication and customer service skills
Comfortable learning trading and brokerage systems
Self-motivated with strong problem-solving abilities
Ability to meet deadlines and manage multiple priorities

Stock Plans Associate