Director of Executive and ESOP Administration

We believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees, and communities “fast forward” to the goals they strive to achieve in life.

Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave.

Work Hours: Full-time, Monday through Friday, 8:00-5:00pm.

Skills / Requirements / Qualifications:

• ESOP Administration: Primary liaison to trustee/valuation firm/TPA; prepare valuation inputs; manage participant communications; maintain repurchase obligation model and cash-flow forecasts.
• 401(k) plan oversight: Primary liaison to Service Provider; coordinate testing (ADP/ACP), filings, fee reviews.
• Stock plan administration: Oversee Omnibus Stock Option Plan
• Deferred compensation (409A) & BOLI: Support plan operations; coordinate with carriers/advisors.
• Bachelor’s degree in business, accounting, finance; Master’s/MBA preferred.
• Active CPA license desired.

Salary Range: $135,000 - $165,000 annually (depending on experience)

Equal Opportunity Employer