Associate Stock Plan Services Support

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver routine operational assistance for Employee Stock Plan Services utilizing the ESPS platform.

• Aid in the administration, accounting, and reporting of equity compensation plans, encompassing stock options, RSUs, ESPPs, and cap table equity management.

• Record, monitor, and update service requests within the case/ticketing system.

• Conduct data entry and upkeep in the ESPS platform, including participant updates, award/transaction uploads, release pre-processing, and adjustments to plan parameters.

• Generate standard reports and disseminate outputs in accordance with established client procedures.

• Assist with routine transaction and report reconciliations, and escalate discrepancies as needed.

• Create and maintain both client-facing and internal documentation.

• Provide support during period-end by gathering inputs, ensuring completeness, and confirming delivery schedules.

• Collaborate with operations, technology, and other internal teams to address standard processing issues.

• Engage in continuous training on equity compensation principles, plan operations, and ESPS functionalities.

• Adhere to established controls, procedures, and service standards to ensure accurate, compliant, and timely execution.

⛳️ Requirements

• High School Diploma.

• 0–1 years of experience in the financial services or compensation sector.

• Keen attention to detail and the capability to consistently follow documented procedures.

• Comfort with data, spreadsheets, and system workflows; ability to learn new software tools quickly.

• Strong written and verbal communication skills with a focus on client service.

• Capacity to manage routine tasks, meet deadlines, and keep organized work records.

• Ability to identify problems, document observations, and escalate issues appropriately.

• FINRA fingerprinting is required upon hiring.

• Candidates must be authorized to work for any employer in the U.S.

• Employment visa sponsorship, including CPT/OPT, is not available.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide range of investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual environment, including the option to wear jeans.

• Generous paid time off upon hire – comprising a paid time off program plus ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time – 16 hours per calendar year.

• Leave of absence programs – including paid parental leave, and paid short- and long-term disability, as well as Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) available to all employees.

• Flexible work environment.

• Remote work options available.

• Necessary computer equipment provided.

• Bonus program opportunity for non-sales positions.