USA

ESOP Coordinator

locationGeorgia - Georgia (GA),

atAscensus

Estimated salary $77,488 - $92,143 a year

Job Description:

We are looking for an ESOP Coordinator to join our growing team. The perfect candidate for the position would be a highly motivated individual with exceptional work ethic and knowledge in 401(k) and ESOP plan administration. This individual must also have the ability to meet team and individual deadlines while working in an energetic and fast-paced environment. We administer all types of retirement plans, including 401(k) Profit Sharing Plans and Employee Stock Ownership Plans.

The primary responsibility of this position is to provide support to ESOP Consultants.

Job Responsibilities:

  • Assist in the annual administration process
  • Update and review census data and eligibility
  • Reconcile trust and cash accounts
  • Prepare financial reports
  • Allocate the contributions, forfeitures and income
  • Perform basic compliance testing
  • Distribution form preparation and processing (seasonal)
  • Preparation of annual & other government reporting forms
  • Form 5500, Summary Annual Report
  • Form 8955-SSA
  • Form 1099-R & Form 945

Job Requirements:

  • Results-oriented with keen attention to detail and aptitude for math
  • Strong written and verbal communication skills
  • Excellent customer service skills, both external and internal customers
  • Ability to prioritize tasks and deadlines with seasonal demands
  • Ability to work independently and also in a team-oriented environment
  • Advanced knowledge of Microsoft Office suite, especially Excel
  • Experience with Relius Administration (preferred but
not required)Open to training and growth within the ESOP Department and Company

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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