Senior ESOP Administrator

1 month ago

Appleton, United States Transition Finance Strategies LLC Full time
Job DescriptionJob DescriptionDescription:Want to use your skills to positively impact a fast-paced, growing business?Looking to advance your career in an entrepreneurial environment?


We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP recordkeeping and administration services in the country, and we continue to grow our retirement services business (401(k), DB, CB). We are seeking sharp, detail-oriented, dedicated individuals to join our team.


We are hiring Senior ESOP Administrators.


The ideal candidate must have a strong background in ESOP knowledge and be customer focused. As a Senior ESOP Administrator, you will be responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting.


We strongly promote work-life balance with our remote option or on-site at one of our office locations in Charlottesville, VA, Columbus, MD, Pasadena, CA, Columbus, OH, Westchester, IL. or Maple Grove, MN

We are the largest provider of ESOP Administration services in the country with over 1,500 ESOPs under management.


Skills & Abilities:

  • Excellent interpersonal, communication, analytical, written and time management skills.
  • Self-motivated and detail oriented.
  • Work independently and set priorities with minimal supervision while effectively managing a caseload of large and complex ESOP clients where you are primarily responsible for all aspects of the ESOP administration process.
  • Maintain professional working relationships with internal and external clients.
  • Interpret documents and resolve technical problems.
  • Ability to work more than 40 hours per week during peak times.
Requirements:
  • Bachelor's degree required, preferably with a concentration in Accounting, Finance, Math, or Economics
  • 10+ years’ experience working specifically on ESOP administration including ESOP related compliance testing such as 409(p) testing.
  • Strong technical knowledge of ESOP’s and other qualified retirement plans
  • Possess or working towards QPA or QKA certification highly desirable.
  • Experience in ESOP plan review highly desirable
  • Working knowledge of Microsoft Word and advanced level Excel skills

Benefits:

We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes medical, dental, vision, life, disability, flexible spending accounts, 401(k), paid time off and association dues assistance.


We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees: Charitable Action, Employee Engagement, Communications, Process Improvements or by volunteering for a special project that calls your name. And your hard work might just be enough to earn you a Star Award at our annual company meeting. Come join us


Don't miss this opportunity to become a part of our dynamic organization


Equal Opportunity Employer

Must be authorized to work in the US.

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