ESOP Payment Specialist I

Transition Finance Strategies • Charlottesville, VA

1d • Hybrid

About The Position

This is an entry-level position, but mid-level applicants are welcome to apply. The successful candidate will learn all about ESOP benefit payments and how to assist our clients and plan participants with their questions. We are seeking a detail-oriented individual who can contribute to a dynamic and growing area of our business. This person will assist with the various steps of the distribution payment process including but not limited to communicating with ESOP participants, preparing distribution forms, opening and closing distribution payment windows, and processing check reissues. The team is based out of our Charlottesville, Virginia office. This position will be required as full time on-site at the Charlottesville office for the first 90 days of employment with the possibility of having a hybrid or remote schedule afterward. If an applicant is coming in with the necessary industry-related work experience, then this position can either be worked either on-site, hybrid, or remote upon hiring. Applicants will not be considered for full-time remote work without the necessary skills or job experience.

Requirements

• Associate’s degree or higher is required
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Basic to Intermediate experience with Microsoft Excel and Word is required
• Strong interpersonal skills
• Must be detail oriented and able to handle multiple demands during the workday
• Must have good customer service skills and communicate well with both internal and external contacts
• Professional phone and email communication is required for this position
• Must be able to follow procedures to ensure accuracy of work
• Must have a willingness to learn new information and software
• Must have the ability to handle complexity and to use critical thinking skills
• Demonstrates effective time management and organization skills
• Must be authorized to work in the US.

Nice To Haves

• Bachelor’s degree preferred
• experience with Outlook is a plus
• Experience with mail merging is preferred
• Previous experience working in an administrative setting is a plus
• At least 1+ years of industry experience in working with defined contribution plans, ESOPs preferred (to be considered for remote work upon hiring)

Responsibilities

• Communicating with ESOP participants
• Preparing distribution forms
• Opening and closing distribution payment windows
• Processing check reissues

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree