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ESOP Administration Support Specialist

2 months ago

Appleton, Wisconsin, United States ESOP Partners Full time
Job Overview

Salary: $60K - $65K

Position: Assistant ESOP Administrator (Retirement Plan Administrator)

Department: ESOP Services

Supervisor: Director of ESOP Services

At ESOP Partners Inc., we are a comprehensive ESOP Advisory Firm and third-party administrator dedicated to promoting employee ownership. Our vision is to be recognized nationally as the premier ESOP provider in the country, and we are committed to achieving this through our Core Values:

  • Prioritizing customer satisfaction
  • Upholding our commitments
  • Engaging in active listening to uncover improvement opportunities
  • Demonstrating resilience and utilizing feedback for growth
  • Fostering collaboration and celebrating diversity
  • Building trust through effective communication

This role is office-based and involves a seasonal schedule, requiring flexibility to work beyond standard hours during peak periods.

We seek a candidate passionate about a career in retirement plan administration, with a strong customer focus. The Assistant ESOP Administrator will gain comprehensive knowledge in ESOP retirement plan management, encompassing recordkeeping, compliance testing, distributions, and regulatory reporting.

As ESOP Partners continues to grow rapidly, the responsibilities of the Assistant ESOP Administrator will evolve, incorporating additional tasks as directed by management.

Key Responsibilities

The Assistant ESOP Administrator will:

  • Oversee census reconciliation and determine plan eligibility
  • Manage trust accounting and prepare mailings
  • Maintain records for plan distributions and calculate participant benefits
  • Prepare 1099R and 945 reports
  • Compile account reports and ensure accuracy
  • Contribute to the ESOP administration team's seasonal goals
  • Participate in industry conferences and seminars to enhance ESOP knowledge
Qualifications

Knowledge and Skills:

  • Desire to learn and grow professionally
  • Strong oral and written communication abilities
  • Ability to work collaboratively in a team environment
  • Proficiency in Microsoft Office, particularly Excel
  • Excellent organizational skills

This position requires a solid understanding of computer applications, especially Microsoft Office. Employees will also need to familiarize themselves with ESOP Partners' proprietary software, ESOP Revolution.

Education and Experience:

  • Associate degree in business administration or a related field; Bachelor's degree preferred
  • 1-3 years of experience in administration or benefits management, with a preference for recent ESOP administration experience

Certifications:

  • Valid Driver's License