Job Description
Salary: $63K -$70K
ESOP Administrator Plan Administrator - Assistant (Entry Level)
DEPARTMENT: ESOP Services
SUPERVISOR: Director of ESOP Services
ESOP Partners Inc. is a full-service ESOP Advisory Firm and third-party administrator. Employee ownership is our future, make it yours, too!
Our ideal candidate is one who wants to pursue a career in retirement plan administration and is customer focused. The Assistant ESOP Administrator will learn all aspects of ESOP retirement plan administration including recordkeeping, compliance testing, distributions, and regulatory reporting.
GENERAL JOB DESCRIPTION
This is an in-office position in Appleton, Wisconsin and has a seasonal schedule that requires the ability to work more than 40 hours per week during peak times.
The Assistant ESOP Administrator is responsible for census reconciliation, determining plan eligibility, trust accounting, preparation of mailings, recordkeeping for plan distributions, allocation of participant benefits calculation, 1099R, and 945 reporting, and preparation of account reports.
The position will require a person dedicated to professional development and ESOP education to increase their ESOP knowledge base and effectiveness to deliver on client expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
QUALIFICATIONS
Knowledge and Skills:
This position also requires a good working knowledge of computer software applications, up to and including Microsoft Office and especially Microsoft Excel. Employees will be expected to learn ESOP Partners proprietary administration software: ESOP Revolution.
ESOP Partners is a firm experiencing exponential growth and therefore, the Assistant ESOP Administrator position will continue to evolve and include other duties and responsibilities in addition to those listed here, and as assigned by management.
Education/Experience:
Certifications/Licenses:
KEY BENEFITS
CORE VALUES
We have a vision to become nationally recognized as the best ESOP in the country. Heres how we plan to achieve that goal (our Core Values):
...Title: Teacher-Music DBM Classification: C43/Grade14 Department: High School Salary Range: $47,066 - $103,660 Employee Group: P.A.T- Teachers Prepared Date: May 2025 Reports to: High School Principal FTE/ FLSA Status: 1.00-10-...
...Multiple facilities are seeking a Nuclear Medicine Physician for locum tenens coverage. Remote coverage for multiple FL facilities. Seeking a provider to remotely read Nuclear Medicine cases. Dates Needed: June - Ongoing Call Ratio/Schedule: 8a - 5p, Weekends...
Entry Level Marketing and Sales Associates Join to apply for the Entry Level Marketing and Sales Associates role at Great Hill Consulting... ...that include comprehensive training. No prior sales experience is necessary, and we will train you to learn a variety of skills...
...Skilled Trades Recruiter Location: Charlotte, NC Pay: $25$30 per hour (based on experience) About Arrow Workforce Solutions... ...~ Valid drivers license and reliable transportation for local travel ~ Proficient in Microsoft Office and applicant tracking systems...
...your home? We are looking for motivated individuals to participate in paid research studies including focus groups, clinical trials, online surveys, secret shopping, and product reviews. If you enjoy sharing your opinion and making an impact, this opportunity is for you....