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ESOP Trust Administrator

Aegis Fiduciary Services, LLC

in Valley Stream NY / Telecommute

Aegis Fiduciary Services, LLC

Aegis Fiduciary Services, LLC offers trustee services to privately-held companies that sponsor employee stock ownership plans (“ESOPS”).  Headquartered in Valley Stream, NY, we also have an office in Covington, GA (Metro Atlanta).  Our client base is nationwide and most of our team telecommute on a regular basis.  We are looking for a candidate to join our Trust Administration division.

ESOP Trust Administrator

We are seeking a detailed-oriented ESOP Trust Administrator with strong knowledge of ESOP trust accounting and administration.  The successful candidate will be able to work independently and meet goals and deadlines, all while managing a caseload and working in a fast-paced environment.  Collaboration and consultation with Aegis team members, plan sponsors, and other industry professionals is expected.  Maturity, discipline, and strong work ethic is required as this is a telecommute position.

Qualifications

  • Bachelor’s degree
  • 2+ years of ESOP trust administration experience (will consider candidates with at least 8 years of qualified retirement plan experience)
  • Knowledge of basic accounting principles
  • Strong technical and analytical skills
  • Outstanding written and oral communication skills
  • Flexibility to work extended hours during peak activity periods
  • Proficient in Excel, Word, PowerPoint and Outlook

Benefits

A competitive salary, along with a comprehensive benefits package including medical, dental, vision, life, disability, flexible spending accounts, 401(k), and paid time off.

Aegis Fiduciary Services, LLC offers a unique, small firm environment, while doing big things in the ESOP industry.  Our team is comprised of professionals in areas of ERISA law, valuation, compliance/audit, tax, and retirement plan administration.  Aegis’ culture is guided by a strong commitment to hands-on client service, high standards, respect for individuals’ unique skill sets, and focus on our collective efforts. 

Founded in 2017, Aegis Fiduciary Services, LLC delivers exceptional ESOP trustee and administration services.  Our clients encompass a diverse range of industries, and we trustee plans both small and large.  Our growth has been tremendous, attributed to our dedication to processes, hard work and a team-oriented environment.  We purposely work in this specialized segment of the retirement plan industry, offering support, respect and professional growth to all Aegis’ staff.

Equal Opportunity Employer

How to Apply

Send resume and cover letter to candidate@aegisfiduciary.com


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