Offer summary

Qualifications:

Bachelor's degree in Accounting, Finance, Math, or Economics required., 4+ years of experience in ESOP administration, including compliance testing., Strong interpersonal, communication, analytical, and time management skills., QPA or QKA certification is highly desirable. .

Key responsibilities:

Manage all aspects of engagement including recordkeeping and compliance testing.

Handle distributions and regulatory reporting for ESOPs.

Maintain professional relationships with clients and resolve technical issues.

Work independently and manage a complex caseload with minimal supervision.

Job description

Job Type

Full-time

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 Consultants

The ideal candidate must have a strong background in ESOP knowledge and be customer focused. As an ESOP Administration Consultant, you will be responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting.

We strongly promote work-life balance with our remote option or on-site at one of our office locations in Charlottesville, VA, Columbus, MD, Pasadena, CA, Columbus, OH, Westchester, IL. or Maple Grove, MN

Skills & Abilities:
• Excellent interpersonal, communication, analytical, written and time management skills.
• Self-motivated and detail oriented.
• Work independently and set priorities with minimal supervision while effectively managing a complex caseload.
• Maintain professional working relationships with internal and external clients.
• Interpret documents and resolve technical problems.
• Ability to work more than 40 hours per week during peak times.

Requirements

• Bachelor's degree required, preferably with a concentration in Accounting, Finance, Math or Economics
• 4+ years’ experience working specifically on ESOP administration including ESOP related compliance testing such as 409(p) testing
• Possess or working towards QPA or QKA certification highly desirable
• Working knowledge of Microsoft Word and advanced level Excel skills

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.

Required profile