ESOP Payment Specialist

Position: ESOP Payment Specialist I
Job Type

Full-time

Description

Where Technical Expertise Meets Purpose-Driven Impact Use your ESOP knowledge to help employees across the country build financial independence.

At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We're proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.

That's Where You Come in as an ESOP Payment Specialist I

This is an entry-level position, but mid-level applicants are welcome to apply. The successful candidate will learn all about ESOP benefit payments and how to assist our clients and plan participants with their questions.

We are seeking a detail-oriented individual who can contribute to a dynamic and growing area of our business. This person will 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.

The team is based out of our Charlottesville, Virginia office. This position will be required as full time on-site at the Charlottesville office for the first 90 days of employment with the possibility of having a hybrid or remote schedule afterward. If an applicant is coming in with the necessary industry-related work experience, then this position can either be worked either on-site, hybrid, or remote upon hiring.

Applicants will not be considered for full-time remote work without the necessary skills or job experience.

Requirements

• Associate's degree or higher is required, Bachelor's degree preferred.
• Proficiency with Microsoft Office (Outlook, Word, Excel). Basic to Intermediate experience with Microsoft Excel and Word is required, experience with Outlook is a plus.
• 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.
• Experience with mail merging is preferred.
• 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.
• Previous experience working in an administrative setting is a plus.

Bonus Qualifications (to be considered for remote work upon hiring):

• At least 1+ years of industry experience in working with defined contribution plans, ESOPs preferred.

Why You'll Love Working Here as an ESOP Payment Specialist I

You'll join a company that works hard and supports one another - while doing work that truly matters.

We offer:

• 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

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

To get there, we live by our values every day:

• Precision - Accurate records, timely and error-free service.

• Efficacy - We ensure compliance, support communication, and guide participants toward retirement readiness.

• Advocacy - We champion regulatory and legislative change that benefits employers and employees.

• Collaboration - Trusted partners to clients, advisors, and teammates alike.

• Excellence - We bring personalized, proactive, high-touch…