Director of Executive and ESOP Administration

Bank Forward; Fargo (ND); Ibrido; USD 135.000 - 165.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Dental

Vision

HSAs/FSAs

401k

Employee Stock Ownership

Life & Disability Insurance

PTO & Holidays

Leave options

Paid Time Off

Holidays

Extended Medical Absence Leave

Descrizione del lavoro

Bank Forward is seeking a full-time ESOP/401(k) and stock plan administrator in Fargo, ND. You will lead ESOP administration, coordinate plan testing and filings, and oversee stock option plans to ensure compliant, efficient plan operations.

The role requires a Bachelor’s degree in business, accounting, or finance, with MBA preferred and CPA license desired. Strong communication with trustees and providers is essential.

Competenze

• Bachelor’s degree in business, accounting, or finance; Master’s/MBA preferred.
• Active CPA license desired.
• Full-time, on-site role with ESOP, 401(k), stock plan, and deferred compensation administration.

Mansioni

• ESOP administration as liaison to trustee/valuation firm/TPA; manage communications and cash-flow forecasts.
• 401(k) plan oversight: liaison to service provider; coordinate testing (ADP/ACP), filings, fee reviews.
• Stock plan administration: oversee Omnibus Stock Option Plan.
• Deferred compensation (409A) & BOLI: support plan operations; coordinate with carriers/advisors.

Conoscenze

ESOP Administration

401(k) Oversight

Stock Plan Administration

Deferred Compensation (409A)

CPA License (desired)

Formazione

Bachelor’s degree in business, accounting, or finance

MBA preferred

Active CPA license desired

Descrizione del lavoro

We believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees, and communities “fast forward” to the goals they strive to achieve in life.

Benefits

• Health (Traditional and High-Deductible plan options)
• Dental
• Vision
• Medical & Dependent Care FSA
• HSA
• 401k
• Employee Stock Ownership
• Company paid Life and Long-term Disability Insurance
• Voluntary paid benefits
• Paid Time Off
• Holidays
• Extended Medical Absence Leave

Work Hours

Full-time, Monday through Friday, 8:00-5:00pm.

Skills / Requirements / Qualifications

• ESOP Administration: Primary liaison to trustee/valuation firm/TPA; prepare valuation inputs; manage participant communications; maintain repurchase obligation model and cash-flow forecasts.
• 401(k) plan oversight: Primary liaison to Service Provider; coordinate testing (ADP/ACP), filings, fee reviews.
• Stock plan administration: Oversee Omnibus Stock Option Plan
• Deferred compensation (409A) & BOLI: Support plan operations; coordinate with carriers/advisors.
• Bachelor’s degree in business, accounting, finance; Master’s/MBA preferred.
• Active CPA license desired.

Salary Range

$135,000 - $165,000 annually (depending on experience)

Equal Opportunity Employer