ESOP Administration Consultant

Transition Finance Strategies • Charlottesville, VA

2d • Remote

About The Position

Where Technical Expertise Meets Purpose-Driven Impact Use your ESOP knowledge to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security . Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth-building benefits to business owners and their employees. That’s Where You Come in as an ESOP Administration Consultant You will be a key resource to clients navigating the complex (and highly important) world of employee ownership (ESOPs). You’ll manage the full cycle of ESOP plan administration and build long-term, trusted relationships.

Requirements

• 4+ years of direct ESOP administration experience
• Bachelor’s degree in Accounting, Finance, Economics, Math, or a related field
• Advanced Excel proficiency & comfort with Microsoft Word
• Excellent communication, time management, and problem-solving skills
• Ability to manage complex caseloads and work independently
• Flexibility to work extended hours during peak periods

Nice To Haves

• Working toward QKA or QPA certification
• Experience with other plan types (401(k), DB, CB, etc.)

Responsibilities

• Managing end-to-end client engagements
• Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting
• Identifying and solving technical plan issues
• Collaborating with internal teams and client contacts to ensure seamless service

Benefits

• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with contribution
• Generous PTO for parental leave, vacation and holiday time
• Support for certifications, association dues, and professional growth
• Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level