ESOP Trustee: Fiduciary & Compliance Lead
merit financial groupNew York, NY
ESOP Trustee: Fiduciary & Compliance Lead
merit financial groupNew York, NY
yesterday
Industries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsAbout the role
Merit Financial Advisors is seeking an ESOP Trustee to act in the best interest of employee-owners, ensuring fiduciary compliance and effective ESOP administration. The role requires knowledge of ERISA, tax-qualified status, and coordination with third-party providers.
Applicants should have a Finance-related degree (or CPA/JD) and several years of ESOP/fiduciary experience, with strong communication and analytical skills to advise management and employees.
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JOB OVERVIEW
Experience level
Lead
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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