ESOP Administrator

Merit Financial Advisors • Remote, GA

5d

About The Position

Merit is a financial services firm that provides objective financial advice and services to help individuals pursue financial goals and experience retirement with greater confidence. Headquartered in Alpharetta, Georgia, the firm has 39 locations and 250 employees.

The Employee Stock Ownership Plan (ESOP) Administrative Coordinator serves as the central point of contact and support for the ESOP Trustee, helping achieve business objectives through communication, scheduling, and preparation. The role maintains knowledge of ESOP structure, compliance, and administration and uses relationships, networks, business tools, and information to improve effectiveness and efficiency. Responsibilities may vary, grow, and change.

Requirements

• A minimum of 3–7 years of experience in the wealth management industry, managing ESOP projects, or related employee benefits programs is highly preferred.
• Experience managing projects from initiation to completion.
• Ability to prioritize and manage multiple tasks effectively.
• Strong analytical skills for addressing project challenges.
• Ability to communicate and track project scope, goals, and deliverables.
• Experience with project management tools such as Zoho, Jira, Trello, Asana, Microsoft Project, or Monday.com.
• Strong problem-solving and organizational skills, including the ability to manage competing priorities and deadlines.

Nice To Haves

• Certifications such as Project Management Professional (PMP), Certified Scrum Master (CSM), or PRINCE2.
• Strong knowledge of wealth management or ESOP regulations, structure, and compliance.

Responsibilities

• Serve as the main point of contact between the Trustee and internal and external clients.
• Screen the Trustee’s incoming email and calls and direct requests appropriately.
• Manage a dynamic, complex calendar and agenda involving internal, external, and personal constituencies.
• Organize, prioritize, and expedite work through a ticketing system, addressing immediate issues in the Trustee’s absence or alerting the Trustee remotely to critical situations.
• Manage the Trustee’s travel, including preparing itineraries, booking lodging and rental cars, handling meeting and conference RSVPs, and submitting and reconciling travel expenses.
• Attend meetings as requested.
• Work behind the scenes to solve problems.
• Handle confidential and non-routine information with discretion.
• Respond to non-routine communications on the Trustee’s behalf and draft correspondence for signature.
• Manage the Trustee’s cashiering, including incoming and outgoing funds and wires.
• Perform special projects for the Trustee, including coordinating activities with a variety of personnel.
• Conserve the Trustee’s time by reading, researching, and routing correspondence; drafting letters and documents; and collecting and analyzing information.
• Assist with the Trustee’s priorities and initiatives, follow up with team members, and provide status updates to the Trustee.
• Help plan and coordinate external meetings and events.
• Research and compile data from a variety of sources.
• Assist the team with special projects.

Benefits

• Medical insurance
• Dental and vision insurance
• Life and personal accident insurance
• Short-term disability insurance
• Long-term disability insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA), or Dependent Care FSA
• 401(k) plan with company matching
• Paid time off (PTO)
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed