Senior ESOP Administration Consultant

Transition Finance Strategies•Charlottesville, VA

12d•Remote

About The Position

Want to use your skills to positively impact a fast-paced, growing business? Looking to advance your career in an entrepreneurial environment? We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP administration consulting services in the country, and we continue to grow our retirement services business (401(k), DB, CB, etc). We are seeking sharp, detail-oriented, dedicated individuals to join our team. We are hiring Senior ESOP Administration Consultants. The ideal candidate must have a strong background in ESOP knowledge and be customer focused. As a Senior ESOP Administration Consultant, you will be responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting. We strongly promote work-life balance with our remote option or on-site at one of our office locations in Charlottesville, VA, Columbus, MD, Pasadena, CA, Columbus, OH, Westchester, IL. or Maple Grove, MN

Requirements

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 ESOP’s and other qualified retirement plans
Excellent interpersonal, communication, analytical, written and time management skills.
Self-motivated and detail oriented.
Work independently and set priorities with minimal supervision
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.
Working knowledge of Microsoft Word and advanced level Excel skills

Nice To Haves

Possess or working towards QPA or QKA certification highly desirable.
Experience in ESOP plan review highly desirable

Responsibilities

responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting
effectively managing a caseload of large and complex ESOP clients where you are primarily responsible for all aspects of the ESOP administration process