ESOP Administration Consultant
Transition Strategies, LLC
full-time
Posted on:
Location Type: Remote
Location: Iowa • United States
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Salary
💰 $60,000 - $115,000 per year
About the role
- Managing end-to-end client engagements
- Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting
- Identifying and solving technical plan issues
- Collaborating with internal teams and client contacts to ensure seamless service
Requirements
- 4+ years of direct ESOP administration experience
- Bachelor’s degree in Accounting, Finance, Economics, Math, or a related field
- Advanced Excel proficiency & comfort with Microsoft Word
- Excellent communication, time management, and problem-solving skills
- Ability to manage complex caseloads and work independently
- Flexibility to work extended hours during peak periods
Benefits
- Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with contribution
- Generous PTO for parental leave, vacation and holiday time
- Support for certifications, association dues, and professional growth
- Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ESOP administrationcompliance testingrecordkeepingregulatory reportingadvanced ExcelMicrosoft Word
Soft Skills
communicationtime managementproblem-solvingindependenceflexibility