Lead ESOP Administrator
1 week ago
Are you ready to leverage your expertise in a dynamic and expanding organization?
Transition Finance Strategies LLC is a premier provider of retirement plan administration services, specializing in Employee Stock Ownership Plans (ESOPs) and 401(k) Plans. Our reach extends nationwide, and we pride ourselves on being a leader in ESOP recordkeeping and administration.
We are currently seeking a Senior ESOP Administrator.
The successful candidate will possess a robust understanding of ESOPs and a commitment to client service. As a Senior ESOP Administrator, your responsibilities will encompass all facets of engagement management, including:
- Recordkeeping
- Compliance testing
- Distributions
- Regulatory reporting
We prioritize a healthy work-life balance, offering options for remote work or on-site collaboration.
As the largest provider of ESOP Administration services in the nation, we manage over 1,500 ESOPs, providing a unique opportunity for professional growth.
Key Qualifications:
- Exceptional interpersonal, communication, analytical, and time management skills.
- Self-driven and detail-oriented with the ability to manage a complex caseload independently.
- Ability to foster professional relationships with both internal and external stakeholders.
- Proficient in interpreting documents and resolving technical challenges.
- Willingness to work beyond standard hours during peak periods.
Educational and Professional Requirements:
- Bachelor's degree in Accounting, Finance, Mathematics, or Economics is required.
- A minimum of 10 years of experience in ESOP administration, including compliance testing such as 409(p) testing.
- Strong technical acumen in ESOPs and other qualified retirement plans.
- QPA or QKA certification is highly desirable.
- Experience in ESOP plan review is a plus.
- Proficient in Microsoft Word and advanced Excel skills.
Compensation and Benefits:
We offer a competitive salary and a comprehensive benefits package, including medical, dental, vision, life insurance, disability coverage, flexible spending accounts, 401(k), paid time off, and assistance with professional dues.
At Transition Finance Strategies LLC, we foster a culture of engagement and community involvement, offering opportunities for team-building activities and recognition programs. We value hard work and dedication, ensuring our employees have the chance to shine in their roles.
We are an Equal Opportunity Employer.
Authorization to work in the US is required.
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