ESOP Administration Specialist

2 weeks ago


Westchester, Illinois, United States Transition Finance Strategies LLC Full time
Company Overview
We are a professional services firm dedicated to providing exceptional third-party retirement plan administration services. Our team is passionate about delivering high-quality results and fostering a culture of growth and collaboration.

Salary and Benefits
The successful candidate can expect a competitive salary range of $55,000 - $65,000 per year, depending on experience. Additionally, our comprehensive benefits package includes medical, dental, vision, life insurance, disability coverage, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off, and education/association dues assistance.

Job Description
We are seeking an ESOP Administration Specialist to support the administration of our clients' Employee Stock Ownership Plans (ESOPs). The successful candidate will work collaboratively with our team to analyze ESOP census reports, prepare Plan financial statements, and complete government reporting tasks. This is an entry-level position, ideal for individuals looking to advance their career in the field of ESOP administration.

Required Skills and Qualifications
To be successful in this role, you should possess the following skills and qualifications:
  • Bachelor's Degree in Accounting, Finance, Math, Business, or Economics degree preferred
  • Basic Accounting knowledge
  • Proficiency in MS Excel, with experience in data analysis and reporting
  • Excellent communication and organizational skills

Why Choose Us?
We offer a dynamic and supportive work environment, where you can grow and develop your skills. Our team is committed to making a positive impact in the lives of our clients and colleagues. If you are a motivated and detail-oriented individual who is eager to learn and advance your career, we encourage you to apply.

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