ESOP Payment Specialist I
About The Position
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. 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.
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
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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
