Senior ESOP Administration Strategist

Oneblueridge; Appleton (WI); On-site; USD 80,000 - 145,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

401(k) with company match

Generous PTO

Support for professional development

Job summary

A professional services firm is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert for clients and teammates. Responsibilities include administering a caseload of ESOP clients, managing plan administration, and ensuring compliance with regulations. The ideal candidate has over 10 years of experience in ESOPs, possesses excellent communication skills, and is proficient in Microsoft Excel. This role offers competitive compensation and comprehensive benefits.

Qualifications

• 10+ years of experience working specifically with ESOPs.
• Strong knowledge of ESOP-related compliance testing, including 409(p).
• Excellent communication, time management, and problem-solving skills.

Responsibilities

• Administer a caseload of complex ESOP clients.
• Manage plan administration including compliance testing, allocations, and recordkeeping.
• Prepare and review government filings (e.g., Form 5500).

Skills

ESOP administration experience

Technical proficiency

Detail-oriented

Client relationship building

Collaborative work style

Education

Bachelor’s degree (Accounting, Finance, Math, or Economics preferred)

Tools

Microsoft Excel

Microsoft Word

Job description

A professional services firm is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert for clients and teammates. Responsibilities include administering a caseload of ESOP clients, managing plan administration, and ensuring compliance with regulations. The ideal candidate has over 10 years of experience in ESOPs, possesses excellent communication skills, and is proficient in Microsoft Excel. This role offers competitive compensation and comprehensive benefits.