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Esop Jobs in Wisconsin (NOW HIRING)

Stainless Piping Specialists

General Laborer

Omro, WI · On-site

$20 - $21/hr

STAINLESS PIPING SPECIALISTS NOW EMPLOYEE OWNED (ESOP) Stainless Piping Specialists is seeking Full time General Labor positions with opportunities to train & grow within the organization. Come join ...

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Esop information

What is an esop?

An ESOP (Employee Stock Ownership Plan) job refers to a role at a company that offers employee ownership through stock shares. Employees in ESOP companies often receive company stock as part of their benefits, which can grow in value over time. These roles exist across various industries and functions, with employees benefiting from potential financial gains linked to company performance. ESOPs are designed to enhance employee engagement, retention, and financial security.

What are the key skills and qualifications needed to thrive in the esop position, and why are they important?

An ESOP (Employee Stock Ownership Plan) Administrator or Specialist typically needs a strong background in finance, accounting, or human resources, along with an understanding of retirement plan regulations and compliance. Familiarity with ERISA regulations, specialized ESOP administration software, and related reporting tools is essential in this role. Attention to detail, strong organizational skills, and the ability to communicate complex concepts clearly are key soft skills that help specialists excel. These skills ensure the accurate and compliant management of ESOP plans, which is critical for supporting both employees and organizational objectives.

What are some common challenges faced by esop administrators, and how can they be addressed?

ESOP Administrators often encounter challenges related to complex regulatory requirements, meticulous recordkeeping, and effective communication with both employees and management. Staying current with changing federal regulations and ensuring timely, accurate valuation and allocation of shares can require careful attention to detail and continuous professional development. Additionally, providing clear explanations to participants about how the ESOP operates and its benefits is crucial for employee engagement. Many administrators find success by leveraging reliable ESOP software, attending ongoing training, and collaborating closely with legal, accounting, and HR teams. These approaches not only streamline operations but also foster greater trust and understanding among all stakeholders involved.

Is it good to work for an ESOP?

Working for a company with an Employee Stock Ownership Plan (ESOP) can provide employees with ownership benefits and potential financial gains if the company's value increases. However, the value of ESOPs depends on the company's performance and stock market conditions, so they should be considered as part of overall compensation and investment planning. It is important to understand the specific terms and vesting schedule of the ESOP plan.

What are the most commonly searched types of Esop jobs in Wisconsin?

The most popular types of Esop jobs in Wisconsin are:

What are popular job titles related to Esop jobs in Wisconsin?

For Esop jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Esop jobs in Wisconsin look for?

The top searched job categories for Esop jobs in Wisconsin are:

What cities in Wisconsin are hiring for Esop jobs?

Cities in Wisconsin with the most Esop job openings:

Esop jobs near you
Infographic showing various Esop job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 5% Part Time, 3% Contract, and 3% Nights. Highlights an 96% In-person, 3% Hybrid, and 1% Remote job distribution.

ESOP Retirement Plan Administrator - Assistant

ESOP Partners

Appleton, WI • On-site

Full-time

Re-posted 28 days ago

Job description

Assistant ESOP Administrator
DEPARTMENT: ESOP Services
SUPERVISOR: Client Services Manager
ESOP Partners, Inc. is a third-party administration and consulting firm dedicated to providing a liquid business transition solution for owners of closely held businesses through the establishment, maintenance, and sustainability of Employee Stock Ownership Plans (ESOPs). Our mission is to maximize the financial and cultural benefits of employee ownership by helping ESOP companies build strong, informed, and engaged employee ownership cultures.
We aspire to be nationally recognized as the leading ESOP firm in the country. We pursue this vision through our Core Values:
  • Seek to Understand - We identify the underlying reasons behind questions and actions and take ownership of continuous learning and improvement.
  • Manage Expectations - We proactively communicate clear, specific, and achievable objectives to create alignment and accountability.
  • Collaborate - We work together through constructive discussion and teamwork to achieve win-win outcomes.
  • Get Things Done - We prioritize, organize, and execute efficiently to deliver accurate and timely results.
  • Practice Professional Skepticism - We apply a questioning mindset to objectively analyze information for quality and accuracy.
  • Exhibit Mental Strength - We manage challenges with professionalism, resilience, and a solutions-oriented attitude.

POSITION SUMMARY
The Assistant ESOP Administrator supports client service and internal teams by performing key plan administration functions, including census reconciliation, eligibility determination, basic trust accounting, required reporting (1099-R and 945), recordkeeping distributions, and preparation of client mailings.
This role is responsible for delivering accurate, timely, and compliant work that meets established quality standards in a deadline-driven environment. Success requires strong attention to detail, accountability, effective prioritization, and a commitment to ongoing ESOP education and professional development to enhance expertise and client service.
POSITION DETAILS
Location: In-office position based in Appleton, Wisconsin
Position Type: Full-time | Exempt
Work Schedule: This role has a seasonal workload and requires the ability to work more than 45 hours per week during the peak period of January through May annually.
Experience Level: Entry Level
KEY ACCOUNTABILITIES
Essential duties include, but are not limited to:
  • Responsible for individual production results as well as contribution to busy season goals for the ESOP administration team.
  • Census data reconciliation.
  • Determines which employees have met plan eligibility provisions determined by the plan document.
  • Reports basic trust activities occurring within ESOP or accrued for the reporting period.
  • Responsible for preparing control list and other documents relating to the mailing of statements.
  • Responsible for documenting distributions, tracking forms received, and entering them into our proprietary software.
  • Responsible for following up on payment files.
  • Responsible for preparing the 1099Rs and 945 for ESOP clients.
  • May attend ESOP industry conferences, events, seminars, etc. to increase ESOP knowledge and skills.
  • Consistently perform all duties in alignment with ESOP Partners' Core Values

QUALIFICATIONS
Knowledge and Skills:
  • Demonstrates a strong desire to learn and develop ESOP knowledge by taking ownership of professional growth, applying feedback, and continuously improving.
  • Communicates proactively, clearly, and consistently with team members, administrators, and leadership to keep stakeholders informed of project status, deadlines, next steps, and potential obstacles.
  • Builds effective working relationships by adapting communication style to different audiences, remaining open to diverse perspectives, and collaborating respectfully with others.
  • Communicates professionally and respectfully in both verbal and written interactions with internal and external stakeholders.
  • Effectively utilizes Standard Operating Procedures (SOPs) and established processes to complete work accurately and consistently.
  • Manages multiple priorities by organizing work effectively, meeting deadlines, and adjusting priorities as business needs change.
  • Demonstrates strong proficiency in Microsoft Office applications, with an emphasis on Microsoft Excel.
  • Maintains a high level of organization and attention to detail to produce accurate, high-quality work.

Education and Experience:
  • Bachelor's degree in Math, Finance, Accounting, Economics, or a related field.
  • Will consider an applicant with an Associate degree along with demonstration of strong analytical skills and excellent Excel skills and/or relevant prior experience.
  • Experience with benefits administration or retirement plans is preferred.

PHYSICAL AND COGNITIVE REQUIREMENTS
  • Ability to sit for extended periods and work at a computer
  • Ability to analyze complex information and exercise sound judgment
  • Ability to maintain focus and accuracy in a deadline-driven environment

PERFORMANCEW EXPECTATIONS
Performance in this role will be evaluated based on:
  • Accuracy, quality and timeliness of work product
  • Accountability and ownership of production hours
  • Adherence to ESOP Partners' Core Values
  • Effectiveness of professional communication

Apply