Senior ESOP Administration Consultant

About Blue Ridge Associates

We are a professional services firm providing third-party retirement plan administration services to companies that sponsor ESOPs, 401(k), and other qualified retirement plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA, and Maple Grove, MN — but our clients span the country. We are one of the top two firms nationwide for ESOP recordkeeping and administration, and we continue to expand our services in 401(k), defined benefit, and cash balance plans.

Senior ESOP Administration Consultant

• Administer a caseload of complex ESOP clients
• Manage all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
• Prepare and review government filings (e.g., Form 5500)
• Serve as the main point of contact for client communication
• Review plan documents and resolve technical questions
• Support and mentor junior team members
• Participate in special projects or initiatives as needed

Qualifications

• Experienced in ESOP administration and compliance
• Tech-savvy and detail-oriented
• Self-motivated with the ability to manage a full caseload independently
• Skilled at building strong client relationships
• Comfortable working in a fast-paced, collaborative environment
• Bachelor’s degree required (Accounting, Finance, Math, or Economics preferred)
• 10+ years of experience working specifically with ESOPs
• Strong knowledge of ESOP-related compliance testing, including 409(p)
• Experience in plan review and technical interpretation
• QPA or QKA certification preferred or in progress
• Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word
• Excellent communication, time management, and problem-solving skills
• Ability to work more than 40 hours per week during peak times

Benefits

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA/FSA with company contribution
• Generous PTO for vacation, holidays, and parental leave
• Support for professional development, certifications, and association dues
• A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings
• Employee-led committees and opportunities to participate in charitable initiatives and internal projects