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Senior ESOP Administrator @Transition Finance Strategies Llc

[Hiring] Senior ESOP Administrator @Transition Finance Strategies Llc

Mar 06, 2025 - Transition Finance Strategies Llc is hiring a remote Senior ESOP Administrator. 💸 Salary: competitive salary. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

We are hiring Senior ESOP Administrators. The ideal candidate must have a strong background in ESOP knowledge and be customer focused. As a Senior ESOP Administrator, you will be responsible for all aspects of engagement management, including:

  • Recordkeeping
  • Compliance testing
  • Distributions
  • Regulatory reporting

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

  • Charlottesville, VA
  • Columbia, MD
  • Pasadena, CA
  • Columbus, OH
  • Westchester, IL
  • Maple Grove, MN

We are the largest provider of ESOP Administration services in the country with over 1,500 ESOPs under management.

Qualifications

  • Bachelor's degree required, preferably with a concentration in Accounting, Finance, Math, or Economics
  • 10+ years’ experience working specifically on ESOP administration including ESOP related compliance testing such as 409(p) testing
  • Strong technical knowledge of ESOPs and other qualified retirement plans
  • Possess or working towards QPA or QKA certification highly desirable
  • Experience in ESOP plan review highly desirable
  • Working knowledge of Microsoft Word and advanced level Excel skills

Requirements

  • Excellent interpersonal, communication, analytical, written and time management skills
  • Self-motivated and detail oriented
  • Work independently and set priorities with minimal supervision while effectively managing a caseload of large and complex ESOP clients
  • Maintain professional working relationships with internal and external clients
  • Interpret documents and resolve technical problems
  • Ability to work more than 40 hours per week during peak times

Benefits

  • Challenging work and a competitive salary
  • Outstanding opportunity for career growth
  • Comprehensive benefits package including medical, dental, vision, life, disability, FSA, HSA with company contribution
  • 401(k) with company match
  • Parental leave
  • Paid time off
  • Education/association dues assistance
  • Quarterly virtual Happy Hours
  • Monthly Birthday Celebrations
  • Annual Social gatherings
  • Opportunities to join committees or volunteer for special projects

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Senior ESOP Administrator @Transition Finance Strategies Llc
All others
Salary 💸 competitive salary
Remote Location
USA
Job Type full-time
Posted Mar 06, 2025
Apply for this position Unlock 54,752 Remote Jobs
📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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