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Tax-Exempt Account Manager

3 hours, 52 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 and strengthen client and advisor relationships to support client retention.
  • Manage a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities.
  • Prioritize workload to meet weekly goals within a results-oriented team environment.
  • Consult with clients on retirement plan operation and design.
  • Coordinate with internal departments, recordkeepers, and advisors to deliver a strong client experience.
  • Follow Nova policies and procedures in all plan administration work.
  • Proactively update clients and investment advisors on industry developments.
  • Review and deliver nondiscrimination testing and required government filings, including Form 5500.

Requirements

  • Five or more years of 401(k) plan administration experience.
  • Knowledge of preparing, reviewing, and delivering nondiscrimination testing and government forms, including Form 5500.
  • Excellent written and verbal communication skills.
  • Excellent organizational skills and critical-thinking ability.
  • Commitment to ongoing learning and coaching.
  • Ability to work from the United States with authorization to work for any U.S. employer.
  • Industry designation (preferred).
  • Four-year college degree (preferred).

Benefits

  • Base salary of $70,000–$100,000.
  • Fully remote role with company-provided computer, phone, and home-office setup.
  • 37.5-hour workweek with a choice of start time between 7:30 and 8:30 a.m.
  • Generous paid time off and work-life balance.
  • Medical, dental, vision, disability, and life insurance.
  • 401(k) plan with employer match and HSA.
  • Financial support for professional designations and recurring professional training.

Interested in this position?

Apply directly on the company website

Apply Now

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