ESOP Trust Administrator (based in Wyoming only)
Firm Overview
Stonehaven Trust Company is an independent, institutional ESOP trust company dedicated to delivering best-in-class ESOP fiduciary services. We partner closely with our clients and advisors to deliver thoughtful, responsive, and high-quality trustee services across both ongoing plan administration and ESOP transactions. As we continue to grow, we are seeking a detail-oriented and client-focused Wyoming-based ESOP Trust Administrator to join our team.
Key Responsibilities
Prepare quarterly and annual ESOP trust statements using information from plan bank accounts and other sources
Receive and send out bank wires securely, accurately, and expeditiously
Manage the client onboarding process
Respond promptly and professionally to client requests and questions
Maintain strong attention to detail in all aspects of trust administration
Collaborate with colleagues to support smooth client experiences
Provide other administrative support on an as-needed basis
Qualifications
Minimum of two years experience in trust administration, financial services, or a related field
Customer service orientation with strong communication skills
Proven attention to detail and accuracy in financial or trust work
High level of comfort working with AI tools, with a willingness to adopt emerging technologies
Ability to work independently in Wyoming, either from our Cheyenne office or in a remote environment
Compensation & Benefits
Competitive base salary (commensurate with experience and qualifications)
Profitability-based bonus program
Potential signing bonus (subject to 12 months of employment)
Health insurance
Growth opportunities within a dynamic, entrepreneurial firm
If you are motivated to deliver excellent client service and thrive in a detail-oriented environment, wed love to hear from you.
We are an equal opportunity employer.
recblid
4s77ar6ac3pmy0o4za8bgcv3d2gm18