ESOP Reviewer - Remote

Overview

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. We are seeking sharp, detail-oriented, dedicated individuals to join our team as an ESOP Reviewer.

In Short

• Responsible for quality review of all steps of the ESOP administration process.
• Must have a strong background in ESOP knowledge.
• Promote work-life balance with remote options.
• Manage a complex ESOP review caseload independently.
• Excellent interpersonal and communication skills required.
• 10+ years' experience in ESOP administration.
• Possess or working towards QPA or QKA certification.
• Working knowledge of Microsoft Word and Excel.
• Comprehensive benefits package offered.
• Opportunities for career growth and involvement in company activities.

Requirements

• 10+ years' experience in ESOP administration.
• Experience in reviewing plan work of other ESOP administrators.
• Completion and review of compliance testing.
• Strong Excel skills.
• Ability to work independently.
• Excellent organizational skills.
• Self-motivated and detail-oriented.
• Maintain professional relationships with clients.
• Available to work overtime as needed.
• Strong problem-solving skills.

Benefits

• Competitive salary.
• Medical, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and parental leave.
• Education/association dues assistance.
• Opportunities for charitable activities.
• Quarterly virtual Happy Hours.
• Monthly Birthday Celebrations.
• Annual Social gatherings.
• Involvement in committees and special projects.