Entry-Level ESOP Administrator: Census & Compliance

ESOP Partners; Appleton (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

ESOP Partners, Inc. is seeking an Assistant ESOP Administrator to join our ESOP Services team in Appleton, Wisconsin. This in-office, full-time role supports census reconciliation, eligibility determinations, basic trust accounting, and ESOP reporting with accuracy and timeliness.

Qualified candidate will have a math/finance/economics background, strong Excel skills, and solid attention to detail. Seasonal peak workload requires flexibility and dedication to professional development.

Qualifications

• Bachelor’s degree in Math, Finance, Accounting, Economics, or related field is preferred.
• Associate degree with strong analytical skills and Excel proficiency will be considered.
• Experience with benefits administration or retirement plans is preferred.

Responsibilities

• Assist census reconciliation and eligibility determinations.
• Prepare basic trust accounting and ESOP reporting (1099-R and 945).
• Maintain client records and mailings with accuracy and timeliness.
• Document distributions and track forms in proprietary software.
• Support payment file follow-ups and ESOP administration tasks.
• Attend ESOP industry conferences to increase knowledge as needed.

Skills

Excel proficiency

Attention to detail

Communication

Organization

Education

Bachelor’s degree in Math, Finance, Accounting, Economics, or related field

Associate degree with strong Excel skills and/or relevant experience

Tools

Microsoft Excel

Microsoft Office

Job description

ESOP Partners, Inc. is seeking an Assistant ESOP Administrator to join our ESOP Services team in Appleton, Wisconsin. This in-office, full-time role supports census reconciliation, eligibility determinations, basic trust accounting, and ESOP reporting with accuracy and timeliness.

Qualified candidate will have a math/finance/economics background, strong Excel skills, and solid attention to detail. Seasonal peak workload requires flexibility and dedication to professional development.