Blue Ridge Associates · 4 days ago
ESOP Administration Consultant
Charlottesville, VA
Full-time
Hybrid
Mid Level
4+ years expBlue Ridge Associates is a leading ESOP administration firm that empowers employees to achieve financial independence through Employee Stock Ownership Plans. As an ESOP Administration Consultant, you will manage the full cycle of ESOP plan administration and build long-term relationships with clients while ensuring compliance and providing seamless service.
Financial Services
Responsibilities
Managing end-to-end client engagements
Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting
Identifying and solving technical plan issues
Collaborating with internal teams and client contacts to ensure seamless service
Qualification
Required
4+ years of direct ESOP administration experience
Bachelor's degree in Accounting, Finance, Economics, Math, or a related field
Advanced Excel proficiency & comfort with Microsoft Word
Excellent communication, time management, and problem-solving skills
Ability to manage complex caseloads and work independently
Flexibility to work extended hours during peak periods
Preferred
Working toward QKA or QPA certification
Experience With Other Plan Types (401(k), DB, CB, Etc.)
Benefits
Medical, dental, vision, life, disability
401(k) with company match + HSA with contribution
Generous PTO for parental leave, vacation and holiday time
Support for certifications, association dues, and professional growth
Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference
Company
Blue Ridge Associates
We are the trusted partner for retirement plan professionals and sponsors.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Levine Leichtman Capital Partners
2020-03-26Private Equity
2002-01-01Private Equity
Leadership Team
Bill Yoerger
Chief Executive Officer
Ashley Waters
CFO & Managing Director
Company data provided by crunchbase