ESOP Administration Consultant

Job Summary

A company is looking for an ESOP Administration Consultant to manage client engagements and provide expertise in employee ownership plans.

Key Responsibilities

• Manage end-to-end client engagements for ESOP plan administration
• Perform compliance testing, recordkeeping, distributions, and regulatory reporting
• Identify and resolve technical plan issues while collaborating with internal teams and clients

Required Qualifications

• 4+ years of direct ESOP administration experience
• Bachelor's degree in Accounting, Finance, Economics, Math, or a related field
• Advanced proficiency in Excel and comfort with Microsoft Word
• Ability to manage complex caseloads and work independently
• Flexibility to work extended hours during peak periods