Are you looking for your next challenge? do you excel at solving your clients` 401(k) problems? are you excellent at communicating verbally and via email? do you want the flexibility and convenience of working from home? tired of working insane overtime?
Nova 401(k) associates is looking to fill defined contribution account manager positions with 5 - 10 years of 401(k) administration experienceIf you are located near one of our physical offices (currently dallas, houston and scottsdale), the position will allow you to work partly from home and partly from our officeIf you are not near one of our physical offices, we will provide you with a home office setup including computer and phone so that you can serve your clients from homeWe will not pay moving expenses.
This position includes a 37.5 hour work week, a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, an hsa and paid time off.
We are in the process of transforming our account manager positions to focus exclusively on review and client/advisor serviceOur account manager position is supported by a strong implementation group, plan document team, special projects team, and a loan and distribution departmentOur account managers are organized into regional teams with each team serving up to 750 clientsTeams work toward stated quarterly firm goals with special recognition given to individuals with exceptional performanceEach team leader schedules weekly calls to discuss upcoming deadlines and developments within nova and the industry.
Nova 401(k) associates is a vibrant and growing national third party, non-producing administration firmWe have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.
Job responsibilities:
Maintain client and advisor relationships with a high active client retention rate
Maintain a caseload of about 150 clients, approximately 50% split between adp and safe harbor plans
Manage and prioritize workload towards weekly goals in a results oriented team environment
Superior client service and ability to consult with clients regarding plan operation and design
Proactively communicate with clients and investment advisors about new industry developments
Work with other nova departments, record-keepers and advisors to ensure a great client experience
Perform work according to nova policies and procedures
Review and approve adp/acp, other non-discrimination testing, form 5500 and other government forms
Qualifications:
Between 5 - 10 years of 401(k) plan administration experience
Excellent knowledge of adp/acp, 415, 410(b), top heavy and 401(a)(4) non-discrimination testing
Nipa or asppa credentials
College degree
Excellent written and verbal communication skills
Excellent organizational skills
High level of critical thinking
Committed to lifelong learning and coachable
We get itWe listenWe communicate.
