ESOP Reviewer

4 weeks ago

Elkins Park, United States Transition Finance Strategies LLC Full time

Job Type Full-time Description 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 an ESOP Reviewer The ideal candidate must have a strong background in ESOP knowledge and must be customer focused. As an ESOP Reviewer, you will be responsible for quality review of all steps of the ESOP administration process. We 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, Maple Grove, MN or Westchester, IL. We are the largest privately owned provider of ESOP Administration services in the country with over 1,500 ESOPs under management. We invite you to join our team Skills & Abilities: Ability to work independently and set priorities with minimal supervision while effectively managing a complex ESOP review caseload Excellent interpersonal, written/oral communication, organization, time-management and client service skills required Excellent Excel skills Self-motivated and detail oriented Maintain professional working relationships with internal and external clients Interpret documents and resolve technical problems Available to work overtime to cover peak workloads and other business needs Requirements 10 years' experience completing administration work for ESOP's as well as proven experience in reviewing the plan work of other ESOP administrators. The experience should include completion and review of Defined Contribution and ESOP related compliance testing such as IRC 404 deduction testing, IRC 415 annual additions testing and IRC 409(p) anti-abuse testing Possess or working towards QPA or QKA certification highly desirable Working knowledge of Microsoft Word and Excel 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, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education/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. 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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