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AMP Account Manager

Remote: 
Full Remote
Contract: 
Full time
Salary: 
70 - 100K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

5+ years of 401(k) plan administration experience, Experience with PEP, 402(a), or 3(16) is a plus, ADP/ACP and compliance testing knowledge, NIPA or ASPPA credentials preferred, Bachelor's degree required.

Key responsabilities:

  • Maintain client and advisor relationships
  • Manage caseload of clients in PEP and 402(a)
  • Deliver superior client service and consultations
  • Communicate proactively regarding industry updates
  • Collaborate with other departments for client experience
Nova 401(k) Associates logo
Nova 401(k) Associates
51 - 200 Employees
About Nova 401(k) Associates
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.
See more Nova 401(k) Associates offers

Job description

Are you interested in working on the plans of the future? Do you have experience with 402(a), 3(16), or PEPs?  If so, Nova 401(k) Associates may have a “wow” position for you with 401(k) Administration Program, Inc. (AMP)! 

401(k) Administration Program, Inc. (AMP) is looking to fill Account Manager Positions. 402(a), 3(16), or PEP experience is a plus, but we are willing to train individuals who have at least 5 years of plan administration experience.  


Overview of the Position: 

AMP is looking to fill fully remote Defined Contribution PEP/402(a) 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 PEP/402(a) 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 and AMP: 

AMP was formed by Nova 401(k) Associates and AFS (Administrative Fiduciary Services) to deliver a solution to group 402(a) and PEPs. Nova 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 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 

 
Qualifications: 

  • Minimum of 5 years of 401(k) plan administration experience and/or minimum of 5 years of experience consulting on 401(k) plan administration 
  • Experience with pricing and billing a plus 
  • Familiarity with PEP, 402(a), and/or 3(16) service models and providers a plus 
  • 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 

 

Compensation and Benefits:

  • Base Salary $70,000 - $100,000
  • 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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Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

401K Plan AdministrationBilling SystemsProject CollaborationCustomer Relationship Management

Other Skills

  • Multitasking
  • Leadership Development
  • Critical Thinking
  • Organizational Skills
  • Consulting
  • Verbal Communication Skills
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