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Special Projects Account Manager

3 hours, 52 minutes ago
United States
Full-time
Lead
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

  • Manage a caseload of current and new clients with incomplete prior-year annual administration work.
  • Consult with clients to complete compliance testing, Form 5500 filings, and annual valuations.
  • Monitor project progress and ensure outstanding work is completed on time.
  • Participate in client calls to discuss requirements, timelines, and deliverables.
  • Coordinate with internal teams to execute corrective actions and bring retirement plans into compliance.
  • Cultivate and maintain client relationships.
  • Communicate with plan principals, financial advisors, attorneys, CPAs, and other professionals involved in special-project work.
  • Independently manage a book of business.

Requirements

  • 8–10 years of 401(k) plan administration and consulting experience.
  • Advanced knowledge of ADP/ACP, 415, 410(b), top-heavy, 401(a)(4), and controlled-group testing.
  • Experience with mergers and acquisitions.
  • NIPA or ASPPA credential; ERPA is preferred.
  • Excellent written and verbal communication skills.
  • Strong time-management, organizational, multitasking, and critical-thinking abilities.
  • Ability to proactively and independently manage client work.
  • 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 $90,000–$125,000.
  • Medical, dental, disability, and life insurance.
  • Paid time off.
  • 401(k) plan with employer match.
  • Remote work arrangement with company-provided computer equipment.
  • 37.5-hour workweek with a choice of start time between 7:30 a.m. and 8:30 a.m.

Interested in this position?

Apply directly on the company website

Apply Now

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