ESOP Administration Analyst
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 ESOP Administration Analysts The ESOP Administration Analyst will support the administration of our clients’ ESOPs by completing tasks assigned by Plan Administrators throughout the yearly plan cycle. These tasks include the analysis of ESOP census reports, preparation of Plan financial statements, and government reporting. The successful candidate will be able to work collaboratively on a team of ESOP Administration Analysts and possess excellent time management and organizational skills. This is an entry-level position. The successful candidate will learn all about ESOPs, including recordkeeping and administration, with the opportunity to advance to the position of Plan Administrator and beyond.
Requirements
- Self-motivated and detail oriented
- Enthusiasm to advance professional career
- Ability to work in a team setting
- Bachelor’s Degree in Accounting, Finance, Math, Business, or Economics degree preferred. Will consider an applicant with an Associate degree along with demonstration of strong analytical skills and excellent Excel skills and/or prior experience
- Basic Accounting knowledge
- Proficiency in MS Excel. Knowledge of MS Word mail merge using Excel a plus
- Experience with benefits administration or retirement plans a plus (or desire to learn)
Responsibilities
- analysis of ESOP census reports
- preparation of Plan financial statements
- government reporting
Benefits
- challenging work
- competitive salary
- outstanding opportunity for career growth
- Medical, Dental, Vision, Life & AD&D, Disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education/association dues assistance
- quarterly virtual Happy Hours
- Monthly Birthday Celebrations
- Annual Social gatherings
- supports charitable activities through fundraising and volunteer work
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
