Note: The job is a remote job and is open to candidates in USA. Nova 401(k) Associates is a vibrant and growing national third party administration firm seeking a Defined Contribution Account Manager. The role focuses on maintaining client relationships and providing exceptional service while managing a caseload of 401(k) plans.
Responsibilities
- Maintain client and advisor relationships with a high active client retention rate
- Maintain a caseload with approximately 50% split between ADP and Safe Harbor plans
- Manage and prioritize your 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
- Document all client interactions in our workflow management system
- Perform work according to Nova policies and procedures
- Expand professional knowledge through seminars and self-study
Skills
- Five or more years of 401(k) plan administration experience
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
- NIPA credential, ASPPA credential, or a 4 year college degree
- Excellent written and verbal communication skills
- Excellent time management, organizational skills, and ability to multi-task
- Ability to proactively and independently manage a book of business
- High level of critical thinking
- Committed to lifelong learning and coachable
Benefits
- Flexibility and convenience of working from home
- Home office set-up including a computer and a phone
- Great work experience for our remote employees
- 37.5 hour work week
- Generous PTO
- Overtime pay
- Financially support professional designations
- Regular, recurring professional training
- Medical insurance
- Dental insurance
- Disability insurance
- Life insurance
- 401(k) plan
- 401(k) plan with employer match
- Paid time off
- Work from home
- We will supply all necessary computer equipment
- You may choose a start time between 7:30 am and 8:30 am
Company Overview