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ESOP Retirement Plan Administrator

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

ESOP Partners Inc. is a comprehensive ESOP Advisory Firm and third-party administrator dedicated to promoting employee ownership. We aspire to be recognized nationally as the premier ESOP provider in the country.

Our mission is guided by our Core Values:

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

This role is based in an office environment and requires flexibility to work beyond standard hours during peak periods.

The ideal candidate is someone eager to develop a career in retirement plan administration with a strong customer service orientation. The Assistant ESOP Administrator will gain comprehensive knowledge in ESOP retirement plan management, including recordkeeping, compliance assessments, distributions, and regulatory reporting.

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

Key Responsibilities

The Assistant ESOP Administrator will:

  • Manage individual production outcomes while contributing to the team's seasonal objectives.
  • Perform census data reconciliation.
  • Assess employee eligibility based on plan documentation.
  • Document basic trust activities for the ESOP.
  • Prepare control lists and related documents for statement mailings.
  • Track and document distributions, ensuring accurate entry into proprietary software.
  • Follow up on payment processing files.
  • Prepare 1099R and 945 forms for ESOP clients.
  • Participate in industry conferences and seminars to enhance ESOP knowledge and skills.
Qualifications

Skills and Knowledge:

  • Willingness to learn
  • Effective oral communication
  • Ability to work collaboratively
  • Strong written communication
  • Professional demeanor
  • Presentation skills
  • Understanding of ESOP principles
  • Time management abilities
  • Proficiency in Microsoft Office, particularly Excel
  • Organizational skills

This position requires familiarity with computer software applications, especially Microsoft Office, and the ability to learn ESOP Partners' proprietary administration 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