SCJ Fiduciary Services

The team at SCJ Fiduciary Services is excited to wish everyone a wonderful Employee Ownership Month! ~ Let us know how you are celebrating with your employee owners!

Why does it take time for participants to receive their ESOP statements? What needs to happen first, and what roadblocks might come up along the way? This session tackles these critical questions and more! Join experts Kip Kuster, QKA from Blue Ridge ESOP Associates, and Tiffany Richoux from SCJ Fiduciary Services as they break down the essential steps, challenges, and timelines involved in the ESOP process each year. Register now to secure your spot! https://lnkd.in/dE6gd-C8 #ESOP #EmployeeOwnership #Leadership #RetirementPlanning #ESOPInsights #ESOPConference

Check out Kjersti Cory's session at the Midwest Regional Conference!

SCJ welcomed two new faces to our team this week. We're thrilled to have Samantha Rogers & Jeremy Milam deepen our bench of talented players supporting the SCJ Fiduciary Services ESOP clients! Jeremy Milam Samantha Rogers

SCJ is proud to be a sponsor of the Blues, Brews, & BBQ reception at the Midwest Regional Conference on 9/19/2024. We hope you can join Kjersti Cory, Avery Chenin, Danya Ziebell, and Tiffany Richoux next week in Kansas City!

**New Position**?? *** Client Relationship Specialist *** https://lnkd.in/gHarf_-s Learn more about this EXCITING CAREER OPPORTUNITY with a FUN and GROWING TEAM, as part of an EMPLOYEE-OWNED Organization.

?? ***We're Hiring*** https://lnkd.in/gd9dTijt Learn more about this EXCITING CAREER OPPORTUNITY with a FUN and GROWING TEAM, as part of an EMPLOYEE-OWNED Organization.

?? ***We're Hiring*** for a Client Relationship Manager. EXCITING CAREER OPPORTUNITY with a FUN and GROWING TEAM, as part of an EMPLOYEE-OWNED Organization. -Expand below for some specifics- Reach out to anyone on our team for more information! Stephen C. James, CPA, Heather Driscoll-Wiese, Drew Schaefer, Melissa Thomas, Alexander Grasser, Perry D. Walter, CFA, ASA, Madysen Wandrey, Shawna Messerlie, Kjersti Cory, Tiffany Richoux, Mychelle Holloway, Scott Rademacher, Avery Chenin, Alexis Wadlund, Hannah Violanti, MAcc, Danya Ziebell Job Title:?Trustee Support -Client Relationship Manager Location:?Remote Job Type:?Full Time Summary: SCJ Fiduciary Services provides administrative support services to Independent Trustees. We take pride in the support we provide through ESOP transactions as well as post transaction for our ongoing clients. The commitment we’ve made to superior service has allowed our company to grow by leaps and bounds. We currently provide ongoing trustee support to Employee-Owned companies throughout the United States. We believe the key to our success is the diversity and talents of our team. We are seeking a Client Relationship Manager to help serve our growing portfolio of clients. To be a part of our incredible team you must be a self-starter, great with time management, willing to do a little bit of traveling, and can work both independently and as part of a team. A successful candidate must be capable of leading and supporting client communications through a variety of channels. Responsibilities: Manage a book of ESOP accounts for individuals who serve as a trustee Coordinate day to day account transactions Prepare valuation report review documents and assist in analyzing reports Review account related documents, including record keeping report, plan legal documents, financial statements etc. Reconciliation of ESOP account assets and liabilities Work with clients to answer ESOP related questions Interface with the trustees to coordinate account activities and sharing of information Work with outside advisors (valuation, legal, accounting, etc.) as necessary Travel to clients when requested Attend conferences Experience & Ideal Qualifications ESOP or Employee Benefit Plan: 2 years (Preferred) Possess a Bachelor’s Degree in Accounting or Finance or similar work experience Financial or administration background compatible with valuation, administration of benefit plans or ESOPs in general Benefits: 401(k) 401(k) matching Dental Insurance Flexible schedule Health insurance Paid time off Parental leave Retirement plan Vision insurance Schedule: Monday to Friday Continuing Education Opportunities Opportunities for OWNERSHIP

Welcome to the team, Danya Ziebell! We're so excited that you've joined SCJ as the newest Client Relationship Manager!

As ESOPs mature they encounter new and complex challenges. While in Tampa next week be sure to join Stephen C. James, CPA during his session on Repurchase Strategies and ESOP Sustainability Case Studies. #NCEO #SCJFiduciaryServices