ESOP Distribution Specialist

4 weeks ago

Charlottesville, 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, etc). We are seeking sharp, detail-oriented, dedicated individuals to join our team.

We are hiring an ESOP Distribution Specialist

This is an entry-level position, but mid-level applicants are welcome to apply. The successful candidate will learn all about ESOP benefit payments and how to assist our clients and plan participants with their questions.

We are seeking a detail-oriented individual who can contribute to a dynamic and growing area of our business. This person will assist with the various steps of the distribution payment process including but not limited to communicating with ESOP participants, preparing distribution forms, opening and closing distribution payment windows, and processing check reissues.

The ESOP Distribution Team is based out of our Charlottesville, Virginia office. This position will be required as full time on-site at the Charlottesville office for the first 90 days of employment with the possibility of having a hybrid or remote schedule afterward. If an applicant is coming in with the necessary industry-related work experience, then this position can either be worked either on-site, hybrid, or remote upon hiring. Applicants will not be considered for full-time remote work without the necessary skills or job experience.

Requirements:
  • Associate’s degree or higher is required, Bachelor’s degree preferred.
  • Proficiency with Microsoft Office (Outlook, Word, Excel). Basic to Intermediate experience with Microsoft Excel and Word is required, experience with Outlook is a plus.
  • Strong interpersonal skills.
  • Must be detail oriented and able to handle multiple demands during the workday.
  • Must have good customer service skills and communicate well with both internal and external contacts. Professional phone and email communication is required for this position.
  • Must be able to follow procedures to ensure accuracy of work.
  • Experience with mail merging is preferred.
  • Must have a willingness to learn new information and software.
  • Must have the ability to handle complexity and to use critical thinking skills.
  • Demonstrates effective time management and organization skills.
  • Previous experience working in an administrative setting is a plus.

Bonus Qualifications (to be considered for remote work upon hiring):

  • At least 1+ years of industry experience in working with defined contribution plans, ESOPs preferred.

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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