What are the responsibilities and job description for the ESOP Trust Administrator position at Stonehaven Trust Company?
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
- 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, we’d love to hear from you. Please apply via LinkedIn or email us directly at hr@stonehaventrust.com.