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Senior ESOP Administration Consultant

Senior ESOP Administration Consultant

VirtualVocationsBoca Raton, Florida, United States
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A company is looking for a Senior ESOP Administration Consultant.

Key Responsibilities

Manage all aspects of engagement including recordkeeping, compliance testing, distributions, and regulatory reporting

Maintain professional relationships with internal and external clients

Interpret documents and resolve technical problems related to ESOP administration

Required Qualifications

Bachelor's degree in Accounting, Finance, Math, or Economics

10+ years of experience in ESOP administration, including compliance testing

Strong technical knowledge of ESOPs and qualified retirement plans

Possession or pursuit of QPA or QKA certification is highly desirable

Experience in ESOP plan review and advanced Excel skills

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Administration • Boca Raton, Florida, United States

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