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Senior Retirement Plan Administrator- ESOP - Remote

Company: Jobot
Location: Phoenix
Posted on: November 23, 2021

Job Description:

100% Remote- ESOP Benefits Administrator

This Jobot Job is hosted by Keith Otis

Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.

Salary $75,000 - $120,000 per year

A Bit About Us

We are a team of experienced advisors with the knowledge to identify opportunities and the commitment to see them through. We are always focused on providing fresh insights and creating new opportunities to help businesses grow.

We are retirement planning professionals who demonstrate deep specialization through an understanding of the market and business challenges their clients face and a commitment to quality. Learn more about our team!

If this sounds exciting, then please read on and apply now!

Why join us?

Our innovative approach is to anticipate, not just react to, financial issues and to use constructive planning to recommend the most effective solutions. Keeping up-to-date with current financial issues is one of our top priorities, and we maintain extensive resources to provide you with quick, effective answers and solutions.

If that sounds like you, let's talk!

We care for every member of our team, we provide
Gold level benefits
Caring company culture
Competitive compensation - $65k-$85k depending on experience

Job Details

Is your background a fit? Apply if you meet these criteria


Bachelor's degree preferred but your working experience will be considered in lieu of education

4+ years of recent hands-on ESOP administration experience

10+ years of recent hands-on ESOP administration experience for the Senior level

Strong technical and analytical skills

Experience with complex ESOP compliance testing

Excellent Excel skills

Ability to work independently with minimal supervision while effectively managing a complex caseload

Outstanding written and oral communication skills

QPA or QKA certification is highly desirable

Primary Responsibilities And Knowledge
Assumes overall responsibility in all phases of multiple audit and review engagements, including planning, internal control analysis, and preparing detailed reports on findings
Involved with engagement budgeting, delegating, and monitoring workloads, along with client satisfaction
Serves as a departmental role model by adopting CDH core values and the Firm's Five Star philosophy specifically in the areas of providing outstanding service to existing and potential clients; communicating effectively with team members and fostering a spirit of teamwork and continuous improvement
Serves as the lead on engagement activities * Prepares financial statements, and other reports using Generally Accepted Accounting Principles and Generally Accepted Auditing Standards in the United States of America
Supervises and reviews work papers and provide performance feedback to staff members
Collects and analyzes data to detect deficient controls, fraud, or non-compliance with laws, regulations, and management policies
Applies GAAP and GAAS to complex testing areas
Uses analytics to complete financial statement reviews
Performs inventory observations to ensure accuracy and existence
Contribute to and foster a positive work environment

Please tell me about your current job responsibilities and how they relate to this role.
What is your highest education/degree level?
What is your preferred location? Open to remote?
Are you open to a contract role?
What is your expected salary?

Thank you!

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Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Phoenix , Senior Retirement Plan Administrator- ESOP - Remote, Accounting, Auditing , Phoenix, Arizona

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