Senior Retirement Plan Administrator- ESOP - Remote
Posted on: November 23, 2021
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
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
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
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
Contribute to and foster a positive work environment
TO GET YOUR APPLICATION LOOKED AT QUICKLY, PLEASE EMAIL RESPONSES
TO THESE QUESTIONS TO firstname.lastname@example.org
AFTER YOU HAVE APPLIED!**
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?
Follow me here - linkedin.com/in/keith-otis/
Interested in hearing more? Easy Apply now by clicking the "Apply"
Keywords: Jobot, Phoenix , Senior Retirement Plan Administrator- ESOP - Remote, Accounting, Auditing , Phoenix, Arizona
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