Retirement Plan Administrator Assistant
6 days ago
**About Us**
Transition Finance Strategies LLC is 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 team is dedicated to delivering exceptional service and support to our clients nationwide.
**Job Summary**
We are seeking a detail-oriented and organized ESOP Administration Specialist to support the administration of our clients' ESOPs. The successful candidate will be responsible for completing tasks assigned by Plan Administrators throughout the yearly plan cycle, including the analysis of ESOP census reports, preparation of Plan financial statements, and government reporting.
**Key Responsibilities**
- Analyze ESOP census reports to ensure accuracy and completeness
- Prepare Plan financial statements and government reports
- Support Plan Administrators with tasks and projects as assigned
- Collaborate with team members to achieve goals and objectives
**Requirements**
- Bachelor's Degree in Accounting, Finance, Math, Business, or Economics degree preferred
- Basic Accounting knowledge
- Proficiency in MS Excel
- Experience with benefits administration or retirement plans a plus (or desire to learn)
**What We Offer**
- A competitive salary and benefits package
- Opportunities for career growth and professional development
- A dynamic and supportive work environment
**How to Apply**
If you are a motivated and detail-oriented individual with a passion for financial services, please submit your application to Transition Finance Strategies LLC.
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