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Defined Contribution Account Manager

3 hours, 50 minutes ago
United States
Full-time
Senior
Account Manager
Customer and Technical Support
Apply Now
Nova 401

Nova 401

Nova 401(k) Associates is a national third party administration (TPA) firm specializing in customized retirement plan design and compliance services for business owners and financial advisors. With expertise in 401(k) plans, 403(b) plans, and Defined B...

Capital Markets
51-200
Founded 2000
View All Jobs 13

Description

  • Maintain client and advisor relationships to support strong client retention.
  • Manage a caseload with an approximately 50/50 mix of ADP and Safe Harbor plans.
  • Prioritize workload to meet weekly goals within a results-oriented team.
  • Consult with clients on retirement plan operations and design.
  • Collaborate with Nova departments, recordkeepers, and advisors to deliver a strong client experience.
  • Document all client interactions in the workflow management system.
  • Perform work in accordance with Nova policies and procedures.
  • Build professional knowledge through seminars and self-study.

Requirements

  • 5+ years of 401(k) plan administration experience.
  • Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing.
  • NIPA or ASPPA credential, or a four-year college degree.
  • Excellent written and verbal communication skills.
  • Strong time-management, organizational, multitasking, and critical-thinking skills.
  • Ability to proactively and independently manage a book of business.
  • Commitment to ongoing learning and receptiveness to coaching.
  • Authorization to work for any U.S. employer and ability to work from the United States.

Benefits

  • Base salary of $70,000-$100,000; salaried non-exempt role with overtime pay.
  • Fully remote work with company-provided computer, phone, and home-office equipment.
  • 37.5-hour workweek with a choice of start time between 7:30 a.m. and 8:30 a.m.
  • Generous paid time off.
  • Medical, dental, disability, and life insurance.
  • 401(k) plan with employer match.
  • Financial support for professional designations and recurring professional training.
  • Career advancement opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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