USA

ESOP Consultant

locationGeorgia - Georgia (GA),

atAscensus

Job Description:

Due to continued growth we are looking for an experienced ESOP Consultant. The ideal candidate must have a strong background in ESOP knowledge and must be customer focused. As an ESOP Consultant, you will be responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting. We offer administration for ESOPs, KSOPs, 401(k)s and other qualified and non-qualified plans providing a great opportunity for experience and growth in the retirement industries. Our team is ranked as one of the top ESOP services providers and FuturePlan is part of the nation’s largest network of expert TPAs.

Qualifications:

  • Self-motivated and detail oriented
  • Ability to work independently with minimal supervision while managing a complex caseload
  • Strong written and oral communications skills
  • Strong technical, analytical and problem solving skills
  • QPA or QKA certification (or equivalent experience)

Requirements:

  • Bachelor's degree required
  • 4+ years of recent hands-on ESOP administration experience
  • Strong computer skills, including Microsoft Office (Excel, Outlook and Word)
  • Experience with complex ESOP/401(k) compliance testing
  • QPA or QKA certification desirable (or equivalent experience)
  • Experience with Relius (Administration and Government Forms) a plus.

Benefits:

  • Opportunity to
join a team of highly-experienced ESOP professionals with opportunities for growth and development in a niche field
  • Access to virtual wellness and continuing education programs and initiatives
  • Opportunities to participate in industry-specific meetings and conferences
  • Wide range of health, dental, vision and other insurance benefits
  • Generous PTO program, including paid Volunteer Time Off


  • Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.


    Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

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