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ESOP Administration Consultant

ESOP Administration Consultant

VirtualVocationsMoreno Valley, California, United States
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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 solve 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 Excel proficiency and comfort with Microsoft Word

Ability to manage complex caseloads and work independently

Flexibility to work extended hours during peak periods

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Administration • Moreno Valley, California, United States

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