ESOP Reviewer

3 weeks ago


Philadelphia, Pennsylvania, United States Transition Finance Strategies LLC Full time

About the Role:

We are seeking a highly skilled ESOP Reviewer to join our team at Transition Finance Strategies LLC. As an ESOP Reviewer, you will be responsible for quality reviewing all steps of the ESOP administration process.

Key Responsibilities:

  • Quality review of ESOP administration process
  • Interpret documents and resolve technical problems
  • Maintain professional working relationships with internal and external clients
  • Available to work overtime to cover peak workloads and other business needs

Requirements:

  • 10 years' experience completing administration work for ESOP's
  • Proven experience in reviewing the plan work of other ESOP administrators
  • Working knowledge of Microsoft Word and Excel
  • Possess or working towards QPA or QKA certification highly desirable

What We Offer:

  • Challenging work
  • Competitive salary
  • Outstanding opportunity for career growth
  • Comprehensive benefits package

About Us:

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. We promote work-life balance with our remote option or on-site at one of our office locations.



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