ESOP Onboarding Specialist

2 days ago

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Transition Strategies, LLC

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

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Description

• 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 seeking sharp, • detail-oriented, • dedicated individuals to join our team. • In this role you will manage the takeover process for both incoming plans and newly created plans. • Ensure a smooth setup process for new ESOP plans as well as takeovers of existing plans from other service providers to allow for a timely setup of records for new ESOP business.

Requirements

• Experience working with Employee Stock Ownership Plans, • Strong communication skills and the ability to break complex regulations and concepts down, • Strong analytical skills and sharp attention to detail. • Strong project management skills. • Credential from ASPPA is a plus, • A bachelor’s degree or equivalent work experience is preferred, • but not required.

Benefits

• We offer challenging work, • a competitive salary, • an outstanding opportunity for career growth for the right candidate. • Our comprehensive benefits package includes medical, • dental, • vision, • life, • disability, • FSA, • HSA with company contribution, • 401(k) with company match, • parental leave, • paid time off and education/association dues assistance. • We work hard, • but we also have fun. • As a Blue Ridge Associates employee, • you will be a part of a company that supports charitable activities through fundraising and volunteer work. • You'll enjoy quarterly virtual Happy Hours, • Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. • You'll have opportunities to shine by joining one of our committees: Charitable Action, • Employee Engagement, • Communications, • Process Improvements or by volunteering for a special project that calls your name.