ESOP Administration Analyst at Transition Finance Strategies LLC Westchester, IL

Downtown Boulder Partnership; Westchester (IL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401(k) with company match

Paid time off

Parental leave

Education/association dues assistance

Job summary

Downtown Boulder Partnership is looking for an ESOP Administration Analyst to support the administration of clients' ESOPs. This entry-level position offers training in ESOPs and provides opportunities for career advancement to Plan Administrator and beyond.

The ideal candidate should have a Bachelor’s Degree in Accounting or related fields, be detail-oriented, and proficient in MS Excel. We offer competitive pay, comprehensive benefits, and a supportive team environment.

Qualifications

• Bachelor's degree in Accounting, Finance, Math, Business, or Economics preferred.
• Basic accounting knowledge required.
• Proficiency in MS Excel, knowledge of mail merge with Excel is a plus.

Responsibilities

• Support administration of clients' ESOPs by completing tasks assigned by Plan Administrators.
• Analyze ESOP census reports, prepare financial statements, and government reporting.

Skills

Detail oriented

Self-motivated

Teamwork

Analytical skills

Excel proficiency

Education

Bachelor’s Degree in Accounting, Finance, Math, Business, or Economics

Associate degree with analytical skills

Tools

MS Excel

MS Word

Job description

Job Description

Job Description

Description: 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 Analyst 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.

Skills & Abilities:

• Self-motivated and detail oriented
• Enthusiasm to advance professional career
• Ability to work in a team setting

Requirements:

• 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)

Benefits:

We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes 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.

We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees or by volunteering for a special project that calls your name.

Come join us!

Don't miss this opportunity to become a part of our dynamic organization!

Equal Opportunity Employer

Must be authorized to work in the US.