Director of Executive & ESOP Administration Bank Forward - 5.0 Fargo, ND Job Details Full-time 1 day ago Benefits Health savings account Paid holidays Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Employee stock ownership plan Qualifications Equity management Benefits administration Defined contribution retirement plans Performance dashboards Internal controls Financial model construction Investment reports Tax compliance Bachelor's degree Calendar management Financial regulatory audit coordination Compliance documentation Forecasting Investor relations materials Stock administration Financial projection model development Project execution Regulatory compliance analysis Benchmarking Cash flow budgeting Company valuation Board relations Audit support Full Job Description We believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees, and communities "fast forward" to the goals they strive to achieve in life.

Benefits:

Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave.

Work Hours:

Full-time, Monday through Friday, 8:00-5:00pm.

Skills / Requirements

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Qualifications:

ESOP administration: Primary liaison to trustee/valuation firm/TPA; prepare valuation inputs; manage annual statements, distributions, diversification, and participant communications; maintain repurchase obligation model and cash-flow forecasts. 401(k) plan oversight: Coordinate testing (ADP/ACP), audit filings, fee reviews; manage recordkeeper and advisor; ensure timely remittance and disclosures.

Stock plan administration:

Oversee grants, vesting, exercises, tax withholding, and reconciliations; maintain equity plan records in platform. Deferred compensation (409A) &

BOLI:

Support plan operations, elections, distributions, and compliance; coordinate with carriers/advisors; maintain policy and performance reviews. Executive & Board reporting: Prepare executive summaries and committee/Board materials; attend key committees as requested; maintain control calendar and dashboards.

Participant communication:

Draft and deliver clear, timely participant notices, FAQs, and education aligned to plan milestones. Controls & compliance: Maintain auditable workpapers; coordinate with the Internal Auditor on plan audits; monitor regulatory developments and recommend plan updates.

Special projects:

Execute executive requests (e.g., plan design analysis, benchmarking), improving quality, cycle time, and transparency. Comply with applicable banking, insurance, tax, and investment laws and regulations. Bachelor's degree in business, accounting, finance; Master's/MBA preferred. Minimum of eight years' experience in ESOP/retirement/equity plan administration with executive-level reporting, banking, or ESOP-intensive company preferred. Active CPA license desired. Equal Opportunity Employer #hc257105