Job Description
Salary: $60K -$65K
Assistant ESOP Administrator (Retirement Plan Administrator)
DEPARTMENT: ESOP Services
SUPERVISOR: Director of ESOP Services
ESOP Partners Inc. is a full-service ESOP Advisory Firm and third-party administrator. Employee ownership is our future, make it yours, too!
We have a vision to become nationally recognized as the best ESOP in the country. Here’s how we plan to achieve that goal (our Core Values):
This is an in-office position in Appleton, Wisconsin and has a seasonal schedule that requires the ability to work more than 40 hours per week during peak times.
Our ideal candidate is one who wants to pursue a career in retirement plan administration and is customer focused. The Assistant ESOP Administrator will learn all aspects of ESOP retirement plan administration including recordkeeping, compliance testing, distributions, and regulatory reporting.
ESOP Partners is a firm experiencing exponential growth and therefore, the Assistant ESOP Administrator position will continue to evolve and include other duties and responsibilities in addition to those listed here, and as assigned by management.
GENERAL JOB DESCRIPTION
The Assistant ESOP Administrator is responsible for census reconciliation, determining plan eligibility, trust accounting, preparation of mailings, recordkeeping for plan distributions, allocation of participant benefits calculation, 1099R, and 945 reporting, and preparation of account reports.
The position will require a person dedicated to professional development and ESOP education to increase their ESOP knowledge base and effectiveness to deliver on client expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
QUALIFICATIONS
Knowledge and Skills:
This position also requires a good working knowledge of computer software applications, up to and including Microsoft Office and especially Microsoft Excel. Employees will be expected to learn ESOP Partners’ proprietary administration software: ESOP Revolution.
Education/Experience:
Certifications/Licenses:
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