Top 6 Trustee Jobs in Utica, Ny

ESOP/KSOP Processing Specialist
Community Financial System, Inc. —Utica, NY
- $23.30 - $35.07 an hour
- Full-time
- 18 years or older
- Mid-level
- Office
- Paid holidays
- Health insurance
13d
Assistant to the VP for Administration & Finance and the Business Office
Hamilton College —Clinton, NY
- $22 - $24 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
7d
Director of Facilities and Campus Safety
Munson Williams Proctor Art In —Utica, NY
- $105,000 - $125,000 a year
- Full-time
- Background check
- Google Workspace
- 7 years
- Paid time off
- Retirement plan
Associate Director of Human Resources for Employment and Compensation
Mohawk Valley Community College —Utica, NY
- $72,000 a year
- Full-time
- Background check
- 5 years
- Office
Director of Principal Gift Engagement and Stewardship
Hamilton College —Clinton, NY
- $100,000 - $120,000 a year
- Full-time
- Management
- Writing skills
- 8 years
Director of Government, Corporate, and Foundati...
Utica University —Utica, NY
- From $75,000 a year
- Full-time
- 7 years
- Computer literacy
- Office

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trustee jobs near utica, ny

ESOP/KSOP Processing Specialist

Community Financial System, Inc. -
Utica, NY

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Job Details

Full-time
$23.30 - $35.07 an hour
13 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching
Employee stock ownership plan
Opportunities for advancement

Qualifications

Equity management
Benefits administration
Report preparation
Record keeping
Retirement plan management
Financial transaction processing
Investment operations
Mid-level
Project task coordination
Organizational skills
Stock administration
Process management
Communication skills
Corporate actions support
Cross-functional communication

Full Job Description

Utica, New York
BPAS
9971
No
No

Job Description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

The ESOP/KSOP Processing Specialist is responsible for the daily and annual processing of all ESOP and KSOP plans managed by the ESOP Team. This role coordinates annual plan functions, monitors task completion in PTM, and ensures accurate and timely processing in the OMNI system.

Essential Responsibilities:

Daily & Annual Plan Processing

Manage contributions (share allocations), forfeitures, dividends, and income postings for daily KSOP and balance forward ESOP plans
Process distributions for daily-traded transactions and stock plans handled by external trustees
Handle diversification processing and buybacks
Perform Social Security Number (SSN) mergers and changes

KPH-Specific Processing

Lead and monitor distribution and diversification processes
Run weekly trade estimates and trade confirmation reports
Prepare KPH diversification forms and update OMNI for terminations and required paperwork
Post contribution files in OMNI

Administrative & Support Functions

Prepare and mail distribution forms, including plan review for terminated employees eligible for distributions
Conduct semi-annual reviews for force-out distributions
Prepare and track diversification forms for completion

Qualifications

Experience with ESOP/KSOP plan administration preferred
Familiarity with OMNI system or similar recordkeeping platforms
Strong organizational skills and attention to detail
Ability to coordinate multiple tasks and meet deadlines
Excellent communication and teamwork skills
All applicants must be 18 years of age or older

Other:

This position is a critical member of the ESOP Team, ensuring that plan participants’ accounts are accurately maintained and compliant with plan provisions. You’ll work closely with team members, consultants, and external trustees to support the smooth operation of all ESOP/KSOP plans.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $23.30/Hr.
Maximum

USD $35.07/Hr.

Apply Now

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trustee jobs in utica, ny

ESOP/KSOP Processing Specialist

Assistant to the VP for Administration & Finance and the Business Office

Director of Facilities and Campus Safety

Associate Director of Human Resources for Employment and Compensation

Director of Principal Gift Engagement and Stewardship

Director of Government, Corporate, and Foundati...

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