ESOP Administration Consultant - Remote

Overview

An overview paragraph about the job

In Short

• Use your ESOP knowledge to help employees across the country build financial independence.
• Manage the full cycle of ESOP plan administration.
• Build long-term, trusted relationships with clients.
• Perform compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting.
• Identify and solve technical plan issues.
• Collaborate with internal teams and client contacts to ensure seamless service.
• Work in a remote-first culture with in-office options.
• Join a company that values precision, efficacy, advocacy, collaboration, and excellence.
• Support for certifications and professional growth.
• Competitive salary and comprehensive benefits.

Requirements

• 4+ years of direct ESOP administration experience.
• Bachelor’s degree in Accounting, Finance, Economics, Math, or a related field.
• Advanced Excel proficiency & comfort with Microsoft Word.
• Excellent communication, time management, and problem-solving skills.
• Ability to manage complex caseloads and work independently.
• Flexibility to work extended hours during peak periods.

Benefits

• Remote-first work culture with in-office options.
• Competitive salary & comprehensive benefits.
• 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.
• Company culture built on community.