ESOP Administrator

2 days ago

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Logo of Transition Strategies, LLC

Transition Strategies, LLC

Employment Law for Individuals • Negotiations • Employment Contracts • Severance Agreements • Crisis Coaching

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Description

• Responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting. • Seeking sharp, detail-oriented, dedicated individuals to join our team. • Promote work-life balance with remote or on-site options, managing a complex caseload.

Requirements

• Bachelor's degree required, preferably with a concentration in Accounting, Finance, Math or Economics • 4+ years’ experience working specifically on ESOP administration including ESOP related compliance testing such as 409(p) testing • Possess or working towards QPA or QKA certification highly desirable • Working knowledge of Microsoft Word and advanced level Excel skills

Benefits

• Comprehensive benefits package includes medical, dental, vision, life, disability, FSA, HSA with company contribution • 401(k) with company match • Parental leave • Paid time off • Education/association dues assistance • Charity activities through fundraising and volunteer work • Quarterly virtual Happy Hours • Monthly Birthday Celebrations • Annual Social gatherings

Apply Now

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