ESOP Administrator (Boutique Firm) - Remote

REMOTE, (none selected) | Fully Remote

Posted: 04/09/2024 Industry: Employee Benefits & Retirement Services Job Number: JL23.8.2.3 Remote: Experience:

Job Description

ESOP Administrator (Boutique Firm) - Remote

Position Overview: We are seeking a dedicated and detail-oriented ESOP Administrator to join our boutique firm and contribute to the success of our clients' Employee Stock Ownership Plans (ESOPs). As an ESOP Administrator with us, you will play a pivotal role in ensuring accurate plan administration, compliance, and participant communication. If you are passionate about employee ownership and possess strong administrative skills, we encourage you to apply and become a valuable member of our team.


  • Serve as the primary point of contact for a portfolio of ESOP clients, establishing and maintaining strong relationships.
  • Perform day-to-day administration of ESOPs, including participant recordkeeping, contribution processing, and distribution calculations.
  • Coordinate annual plan valuations, working closely with valuation experts and external partners to ensure accurate and timely valuations.
  • Prepare and review participant statements, summary plan descriptions, and required government filings (Form 5500, Form 8955-SSA, etc.).
  • Collaborate with clients to provide guidance on plan compliance, regulatory changes, and best practices related to ESOP administration.
  • Communicate effectively with plan participants, addressing inquiries and providing assistance with their ESOP accounts.
  • Maintain thorough documentation of all plan administration activities and interactions with clients.
  • Stay informed about industry trends, legislative updates, and ESOP-specific regulations to ensure ongoing compliance.
  • Assist in the preparation of client presentations, training sessions, and employee communications related to ESOPs.
  • Participate in the development and improvement of internal processes to enhance the efficiency of ESOP administration services.


Job Requirements


  • Bachelor's degree in Business, Finance, Accounting, or a related field. Relevant certifications (e.g., QKA, QPA, CEBS) considered a plus.
  • Minimum of 3 years of experience in ESOP administration or similar retirement plan administration role.
  • Strong understanding of ESOP regulations, ERISA compliance, and IRS/DOL reporting requirements.
  • Proficiency in retirement plan administration software and tools, with experience in ASC or Relius Administration preferred.
  • Excellent organizational skills, attention to detail, and ability to manage multiple tasks simultaneously.
  • Outstanding interpersonal and communication skills, both written and verbal.
  • Ability to work independently and as part of a collaborative team, demonstrating a strong sense of ownership and accountability.
  • Passion for client service and the ability to build and maintain positive client relationships.
  • Flexible and adaptable, with the ability to thrive in a fast-paced and dynamic environment.

Compensation: Competitive salary of up to $130,000, commensurate with experience and qualifications.

If you are a motivated ESOP Administrator with a strong commitment to accuracy, compliance, and client satisfaction, we invite you to apply. Join our boutique firm and contribute to the success of our clients' ESOPs while working in a supportive and collaborative environment.

Meet Your Recruiter

Jasmine Laney
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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