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ESOP Senior Administrator

ESOP Partners LLC

in Telecommute / Appleton WI

Logo for ESOP Partners LLC

ESOP Partners, LLC is a third party administration and consulting firm with the mission to provide a liquid business transition solution for owners of closely-held businesses to establish,  maintain and sustain an employee stock ownership plan (ESOP) while maximizing the financial and many other benefits of being an ESOP company through the establishment of a strong employee ownership culture.

Guiding Principles

  • Ownership and Leadership – Act like an owner, think like a customer. Strive for and achieve excellence and accept full accountability for your business results.
  • Proactive Communications and Solutions – Ask probing questions to understand our clients’ needs and assertively communicate to deliver proactive solutions that exceed expectations.
  • Continuous Process Improvement – Use problem solving skills and critical thinking to solve problems and continuously document process improvements.
  • Professional Skepticism – Maintain an open and questioning mind to seek independent first source documentation and maintain the highest quality standards.
  • Mental Strength – Demonstrate confidence and resilience to solve business problems and manage change in a respectful and optimistic manner.

Compensation & Benefits

We offer competitive salaries with incentives and bonuses. Our comprehensive benefits package includes unlimited paid-time off, paid-holidays, medical, dental, vision, life, disability, 401k match, and we are an ESOP! 

General Job Description

The Senior ESOP Administrator is responsible for the oversight of ESOP recordkeeping compliance and testing per the ESOP Plan Document of each ESOP Partners client. The position will require a person dedicated to coaching and mentoring the administration team as necessary to increase the knowledge base and effectiveness to deliver on client expectations.   This will include training of junior administrators and Core Team members. 

ESOP Partners is a firm experiencing exponential growth and therefore, the ESOP Administrator position will continue to evolve and include other duties and responsibilities in addition to those listed here, and as assigned by management. This position offers flexibility to work from home or on-site at our home office in Appleton, Wisconsin. 

Responsibilities and Expectations

Responsible for contributing to overall ESOP Administration team production results. Completes the following tasks and ensures junior staff is completing these tasks effectively using quality control procedures as outlined by management:

  • Monitors the completion of critical reports and filings with ESOP timeline tools to ensure client expectations are being met.
  • Determines which of the client’s employees have met plan provisions, allowing them eligibility to contribution allocations.
  • Maintains historical data for accurate report of timing forfeitures, vesting, diversification eligibility and other quantitative opportunities.
  • Reports trust activities occurring within ESOP or accrued for the reporting period.
  • Tracks stock transactions using share accounts to properly identify dividends and costs attributing to individual share accounts.
  • Provides required updates to participants with individual statements and disclosures.
  • Allows participants to take distributions from the plan, when appropriate, by completing customized diversification and/or request for benefit election forms.
  • Tests plans to confirm compliance with ESOP specific, standard Internal Revenue Service and Department of Labor rules and regulations.
  • Assists with testing ESOP Partners’ proprietary software (ESOP Revolution) to decrease workarounds and increase efficiency for users. 
  • Ensures ERISA regulatory reporting is completed promptly.
  • Attends ESOP industry conferences, events, seminars, etc. to increase ESOP knowledge and skills.
  • May manage other junior team members as part of this role at any time.

QUALIFICATIONS

Knowledge & Skills

  • ESOP Technical Knowledge
  • Leadership  
  • Coaching
  • Eagerness to Learn           
  • Professional Oral & Written Communication Skills
  • Teamwork   
  • Time Management
  • Microsoft 365 (emphasis on Excel)
  • Organization

Education and Certification Requirements

  • Associate degree in business administration or another related field. Bachelor’s degree preferred.
  • 7-10 years of recent hands-on ESOP administration experience.
  • Supervisory experience preferred.
  • QPA or QKA certification or equivalent
  • Valid Driver’s License

How to Apply

Click the link below to Apply Now or reach out to Melissa at mgilmore@esoppartners.com if you have specific questions.

Apply Now


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