Nova 401(k) AssociatesRemote
Account Manager
United States
Full Time
1 hour ago
$70,000 - $100,000 USD
No Visa Sponsorship
Key skills
CommunicationCritical Thinking
About this role
Role Overview
- Maintain client and advisor relationships with a high active client retention rate
- Maintain a caseload of PEP and 402(a) solution clients
- Manage and prioritize workload towards weekly goals in a results-oriented team environment
- Exemplify superior client service and ability to consult with clients regarding plan operation and design
- Work with other departments, record-keepers, and advisors to ensure a great client experience
- Perform work according to AMP and Nova policies and procedures
- Proactively communicate with clients and investment advisors about new industry developments
Requirements
- Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience consulting on 401(k) plan administration
- 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
- Ability to multitask
- Committed to lifelong learning and coachable
Benefits
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
- Home office set-up including a computer and a phone
- Professional training support