Careers

Job Summary: The Senior Information Security Analyst with EdgeCo Holdings will design, plan, implement, upgrade, and monitor security protocols, policies, processes, procedures and programs for the protection of the organization’s computer networks and information...

Job Summary: The M&A Manager position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management and is critical to executing the company’s growth strategies. The M&A Manager will lead the day-to-day...

Job Summary This position specializes in the recordkeeping and administration of ESOP/KSOP retirement plans. Primary responsibilities are to analyze incoming data requests and necessary ESOP/401k transactions and effectively implement strategies to complete these...

Job Summary The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions...

Job Summary The Fund Accountant for American Trust Wealth will perform administrative and accounting duties for a local government investment pool. Duties include maintaining financial data and recordkeeping, processing income distributions, daily participant...

Job Summary: The Service Desk Specialist role will be expected to quickly learn and support in-house applications as well as applications of our partners. This Service Desk Specialist will provide day to day support for application, hardware, software, and...

Job Summary All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and preparing...

Job Summary: The M&A Manager position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management and is critical to executing the company’s growth strategies. The M&A Manager will lead the day-to-day...

Job Summary: The Service Desk Specialist role will be expected to quickly learn and support in-house applications as well as applications of our partners. This Service Desk Specialist will provide day to day support for application, hardware, software, and...

Job Summary: The Solutions Architect provides technical expertise throughout any or all steps of the software development lifecycle and is part of a diverse technical team that operates both onshore and offshore. The Solutions Architect ensures the success of...

Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and...

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...

Job Summary: The Treasury Management Representative's responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients,...

The Staff Accountant with American Trust is responsible for depositing checks and maintaining a check log, recording bank activity daily, ad hoc invoicing, accurately collecting and applying accounts receivable, expense and accrual review, preparation closing...

The Financial Analyst position with EdgeCo Holdings is a role that will have direct exposure to EdgeCo’s senior management. The Financial Analyst will spend the majority of the time on financial planning & analysis initiatives. This position is headquartered in...

The Financial Analyst position with EdgeCo Holdings is a role that will have direct exposure to EdgeCo’s senior management. The Financial Analyst will spend the majority of the time on financial planning & analysis initiatives. This position is headquartered in...

Job Summary: The Transition Specialist is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s recordkeeping system and facilitate the accurate transfer of the plan’s assets. This position responds to...

Job Summary: The Reconciliation Specialist performs routine high volume, time sensitive reconciliations requiring research and problem-solving skills. The Reconciliation Specialist monitors and resolves exception using various resources to ensure both cash and...

Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and...

Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control.   Duties/Responsibilities: Ability to perform or quality review nondiscrimination testing...

Job Summary: The Solutions Architect provides technical expertise throughout any or all steps of the software development lifecycle and is part of a diverse technical team that operates both onshore and offshore. The Solutions Architect ensures the success of...

Job Summary: The Operations Specialist will have a variety of assigned tasks and will provide support for multiple departments across American Trust. The primary support will be for the Wealth Management department by keying accurate and timely data for client...

Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions...