ESOP Payment SpecialistVirtualVocations • Saginaw, Michigan, United States
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ESOP Payment Specialist
VirtualVocations • Saginaw, Michigan, United States
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A company is looking for an ESOP Payment Specialist II.
Key Responsibilities
Manage the end-to-end distribution process for ESOP plans, including participant communications and processing check reissues
Review distribution work completed by peers and conduct quality assurance checks on participant elections
Resolve complex distribution scenarios and collaborate with compliance and plan consulting teams on payment issues
Required Qualifications
Associate's degree required; Bachelor's degree strongly preferred
Minimum of 3 years of experience with defined contribution plans, with a preference for ESOP experience
Direct experience with processing plan distributions, including beneficiary payments and QDROs
Proficiency in Microsoft Office, particularly with intermediate Excel skills
Experience reviewing or training others on distribution work is a plus
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Payment Specialist • Saginaw, Michigan, United States
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