ESOP Administrator

🔥 1 minute ago

🍑 Georgia – Remote

🍑 Georgia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Merit Financial Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1998

💸 Finance

🛡️ Insurance

💰 Secondary market on 2025-08

Finance • Insurance

Merit Financial Advisors is a U. S. -based SEC-registered investment advisory and wealth management firm that provides comprehensive financial planning, wealth management, retirement and tax services, and insurance planning for individuals, families and businesses. The firm positions itself as a fiduciary and offers services for life transitions (retirement, divorce, career change, widowhood), employer retirement solutions, and business succession; it reports $24. 69 billion in assets served, 26,000+ households, 350+ team members and 55+ offices (as of Jan 1, 2026). Merit emphasizes a client-focused, goals-driven investment philosophy and a tiered fee structure for advisory services.

📋 Description

• Serve as main point of contact between Trustee and internal/external clients • Screen Trustee’s incoming email and calls and direct requests as appropriate • Manage a dynamic and complex calendar and agenda across internal, external, and personal constituencies • Organize, prioritize, and expedite work through the ticketing system • Manage Trustee’s travel, including itineraries, lodging, rental cars, meeting/conference RSVPs, and travel expenses • Attend meetings as requested • Solve problems behind the scenes • Handle confidential and non-routine information with discretion • Respond to non-routine communications on Trustee’s behalf and draft correspondence • Manage cashiering for Trustee, including incoming and outgoing monies and wires • Perform special projects and coordinate activities with various personnel • Read, research, and route correspondence; draft letters and documents; collect and analyze information • Assist with Trustee’s priorities and initiatives, follow up with team members, and provide status updates • Help plan and coordinate external meetings and events • Research and compile data from various sources • Assist the team with special projects

🎯 Requirements

• Minimum of 3-7 years of experience in wealth management industry, managing ESOP projects or related employee benefits programs, highly preferred. • Any certifications such as Project Management Professional (PMP), Certified Scrum Master (CSM), or PRINCE2 certification are a plus. • Strong knowledge of wealth management or ESOP regulations, structure, and compliance, preferred. • Experience managing projects from initiation to completion. • Ability to prioritize and manage multiple tasks effectively. • Strong analytical skills to address project challenges. • Ability to communicate and track project scope, goals, and deliverables. • Experience using project management tools like Zoho, Jira, Trello, Asana, Microsoft Project, or Monday.com • Strong problem-solving and organizational skills, with an ability to manage competing priorities and deadlines.

🏖️ Benefits

• Medical Insurance • Dental/Vision Insurance • Life & Personal Accident Insurance • Short-term Disability Insurance • Long-term Disability Insurance • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA • 401(k) Plan with company matching • Paid Time Off (PTO) and paid holidays

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