Stock Plan Administration Specialist

Job Description:

The Role

The Stock Plan Services Administration Specialist role requires an ability to coordinate brokerage specific transactions based on external Plan Sponsor requests. We deliver a world class customer experience. Some of these transactions may involve interpreting instructions from the client. The Representative will need to understand service level agreements and make decisions to maintain client expectations.

The Team

You work in a team-based role where you will be responsible for day-to-day execution of plan specific updates either based on a work flow management tool coming directly from our external Plan Sponsors, or our Internal Client Service Managers who are responsible for the overall client relationship. You will need to balance client needs, with Participant experience, and understand the impact updates you make will have on the end participant’s equity compensation balances. There will be daily tasks due to market sensitivity of all the work we are asked to complete.

The Expertise and Skills You Bring

• 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 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

The Value You Deliver

• Communicating with internal business partners, Client Service Managers, Corporate Action Specialists, Customer Service Phone representatives, and external Plan Sponsors to deliver a world class customer service experience
• Flawless execution of daily requests coming from external Plan Sponsors that require updates to their plan Participants
• Understanding how to prioritize and manage your time and tasks
• Contributing to ongoing process improvement initiatives

Note: Fidelity is not providing immigration sponsorship for this position

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.