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Manager, ESOP Administration

Manager, ESOP Administration

Transition Finance Strategies LLCDes Moines, IA, US
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Job Description

Job Description

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 Managers, ESOP Administration

The ideal candidate must have a strong background in ESOP knowledge and must be customer focused. As a Manager of ESOP Administration, you will be responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting. In addition, Managers of ESOP Administration will manage a team of client facing ESOP Administration Consultants.

We 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, Maple Grove, MN or Westchester, IL.

Skills & Abilities :

  • Ability to work independently and set priorities with minimal supervision
  • Excellent interpersonal, written / oral communication, organization, time-management and client service skills required
  • Excellent Excel skills
  • Self-motivated and detail oriented
  • Maintain professional working relationships with internal and external clients
  • Interpret documents and resolve technical problems
  • Available to work overtime to cover peak workloads and other business needs

Requirements :

  • 10+ years’ experience in complex defined contribution plan administration.
  • Experience with complex ESOP administration and compliance testing.
  • Possess QPA or QKA certification.
  • Advanced knowledge of Microsoft Word, Excel, PowerPoint.
  • Self-motivated and detail oriented.
  • Ability to work independently and set priorities with minimal supervision while effectively managing a complex caseload.
  • Excellent written / oral communication, organization, and client service skills required.
  • Maintain professional working relationships with internal and external clients.
  • Interpret documents and resolve technical problems.
  • Available to work overtime to cover peak workloads and other business needs.
  • Prior Management experience preferred.
  • 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.

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    Manager Administration • Des Moines, IA, US

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