ESOP Payment Specialist I
Blue Ridge Associates is a leading ESOP administration firm dedicated to helping employees build financial security. The ESOP Payment Specialist I will assist clients and plan participants with ESOP benefit payments and manage various steps in the distribution payment process.
Responsibilities
- Assist with the various steps of the distribution payment process including but not limited to communicating with ESOP participants, preparing distribution forms, opening and closing distribution payment windows, and processing check reissues
Skills
- Associate's degree or higher is required
- Basic to Intermediate experience with Microsoft Excel and Word is required
- Strong interpersonal skills
- Must be detail oriented and able to handle multiple demands during the workday
- Must have good customer service skills and communicate well with both internal and external contacts
- Professional phone and email communication is required for this position
- Must be able to follow procedures to ensure accuracy of work
- Must have a willingness to learn new information and software
- Must have the ability to handle complexity and to use critical thinking skills
- Demonstrates effective time management and organization skills
- Bachelor's degree preferred
- Experience with mail merging is preferred
- Previous experience working in an administrative setting is a plus
- At least 1+ years of industry experience in working with defined contribution plans, ESOPs preferred
Benefits
- Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
- Competitive salary & comprehensive 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 Overview