Are you a 401(k) expert who enjoys learning something new each year? If you are ready for your next challenge, let's talk about a defined contribution account manager position with a tax-exempt entity specialty. If you are thinking of how to differentiate yourself in the upcoming years, what better opportunity than to take your expertise to the next level? There are no tax-exempt entity pre-requisites. We have a team of experts ready to train you!
Overview of the Position:
Nova 401(k) Associates is looking to fill fully remote DC Account Manager positions. We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!
We are in the process of transforming our Account Manager positions to focus more on client/advisor service. Our Account Manager positions are supported by a strong implementation group, plan document team, special projects team, loan and distribution department, and plan termination team. Our Account Managers are organized into teams that work toward firm goals. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.
About Nova:
Nova 401(k) Associates is a vibrant, growing, national, and non-producing third party administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.
What Nova Offers You:
This position supports a great work-life balance and generous PTO. We also financially support professional designations and offer regular, recurring, professional training. Of course, we also offer a competitive compensation package including medical insurance, dental insurance, vision insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
Job Responsibilities:
- Maintain and build client and advisor relationships with a high client retention rate
- Maintain a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Exemplify superior client service and the ability to consult with clients regarding plan operation and design
- Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
- Perform work according to Nova policies and procedures
- Pro-actively communicate with clients and investment advisors about new industry developments
- Review and deliver required non-discrimination testing and government forms, including Form 5500
Qualifications:
- Five or more years of 401(k) plan administration experience
- Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500
- Industry designation a plus
- Four-year college degree a plus
- Excellent written and verbal communication skills
- Excellent organizational skills
- High level of critical thinking
- Committed to lifelong learning and coaching
Compensation and Benefits:
- Base Salary $74,000 - $95,000
- Salaried, non-exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours:
- Work from home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- 37.5-hour work week
- You may choose a start time between 7:30 am and 8:30 am
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What We Do
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.
At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.
The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.
When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches
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