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Defined Contribution Account Manager

Remote: 
Full Remote
Contract: 
Salary: 
74 - 95K yearly
Experience: 
Expert & Leadership (>10 years)
Work from: 

Offer summary

Qualifications:

Five or more years of 401(k) plan administration experience, Superior knowledge of ADP/ACP testing, NIPA credential, ASPPA credential, or a 4-year college degree, Excellent written and verbal communication skills, Strong organizational and time management skills.

Key responsabilities:

  • Maintain client and advisor relationships
  • Manage a caseload with ADP and Safe Harbor plans
  • Demonstrate superior client service consultation
  • Document all client interactions in the system
  • Expand professional knowledge through seminars
Nova 401(k) Associates logo
Nova 401(k) Associates
51 - 200 Employees
See more Nova 401(k) Associates offers

Job description

If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Nova 401(k) Associates may have a “wow” position for you!


Overview of the Position:

Nova 401(k) Associates is looking to fill fully remote Defined Contribution Account Manager positions. We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!


We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.


About Nova:

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.


What Nova Offers You:

This position supports a great work-life balance with a 37.5 hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.


Job 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


Qualifications:

  • 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


Compensation and Benefits:

  • Base Salary $74,000 - $95,000
  • Salaried, non-exempt
  • Medical, dental, disability, and life insurance
  • Paid time off
  • 401(k) plan with employer match


Work Location/Hours:

  • Work from home
  • Must work from USA and be authorized to work for any US employer
  • We will supply all necessary computer equipment
  • 37.5-hour work week
  • You may choose a start time between 7:30 am and 8:30 am

                                                    
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Required profile

Experience

Level of experience: Expert & Leadership (>10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Non-Verbal Communication
  • Multitasking
  • Leadership Development
  • Time Management
  • Critical Thinking
  • Organizational Skills

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