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ESOP Consultant

BPAS

in Houston TX / Huntingdon Valley PA / Pittsburgh PA / Fairport NY / Utica NY

Company Description:

BPAS is a national provider of retirement plan and fund administration, transfer agency, collective investment fund, and other institutional trust services. We support 3,800 retirement plans, $77 billion in trust assets, $1 trillion in fund administration, and more than 400,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

We are seeking a detail-oriented Plan Consultant with in-depth knowledge of ESOPs and significant experience in providing ESOP administration and consulting services. This position offers highly-experienced candidates the flexibility to work remotely from home or on-site at one of our offices. This position is responsible for all aspects of plan administration and consulting, including recordkeeping, compliance testing, and regulatory reporting.

Qualifications:

  • Bachelor’s degree required
  • 3+ years recent hands-on ESOP administration experience preferred
  • Strong technical and analytical skills
  • Experience with complex ESOP compliance testing
  • Excellent Excel skills
  • Ability to work independently with minimal supervision while effectively managing a complex caseload
  • Outstanding written and oral communication skills
  • QPA or QKA certification and ESOP certification highly desirable

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee may be required to stand, walk, sit, user hands to finger, handle, or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

How to Apply


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