ESOP Administrator

This is a fully remote position, open to applicants in Georgia.

📋 Description

• Act as the primary liaison between the Trustee and both internal and external clients

• Manage and filter the Trustee’s incoming emails and calls, directing requests as necessary

• Oversee a complex and dynamic calendar and agenda across various internal, external, and personal stakeholders

• Organize, prioritize, and streamline tasks through the ticketing system

• Coordinate the Trustee’s travel arrangements, including itineraries, accommodations, rental vehicles, meeting/conference RSVPs, and travel reimbursement

• Attend meetings as required

• Resolve issues behind the scenes

• Handle confidential and sensitive information with care

• Respond to atypical communications on behalf of the Trustee and draft necessary correspondence

• Manage the Trustee’s cashiering functions, including incoming and outgoing funds and wire transfers

• Undertake special projects and collaborate with various personnel

• Read, research, and route correspondence; draft letters and documents; collect and evaluate information

• Assist with the Trustee’s priorities and initiatives, follow up with team members, and provide progress reports

• Aid in the planning and coordination of external meetings and events

• Research and gather data from various sources

• Support the team with special projects

⛳️ Requirements

• A minimum of 3-7 years of experience in the wealth management industry, particularly in managing ESOP projects or related employee benefits programs, is highly preferred.

• Relevant certifications such as Project Management Professional (PMP), Certified Scrum Master (CSM), or PRINCE2 certification are advantageous.

• Strong understanding of wealth management or ESOP regulations, structures, and compliance is preferred.

• Proven experience in managing projects from initiation to conclusion.

• Capability to prioritize and manage multiple tasks efficiently.

• Strong analytical abilities to tackle project-related challenges.

• Proficient in communicating and tracking project scope, goals, and deliverables.

• Experience with project management tools such as Zoho, Jira, Trello, Asana, Microsoft Project, or Monday.com

• Excellent problem-solving and organizational skills, with the ability to manage competing priorities and deadlines.

🏝️ Benefits

• Medical Insurance

• Dental/Vision Insurance

• Life & Personal Accident Insurance

• Short-term Disability Insurance

• Long-term Disability Insurance

• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA

• 401(k) Plan with company matching

• Paid Time Off (PTO) and paid holidays