Nova 401(k) Associates

Special Projects Account Manager

Nova 401(k) Associates  •  Remote  •  3 hours ago
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Job Description

Do you excel at consulting with clients? Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? If so, Nova 401(k) Associates may have a position for you!

We are hiring a Special Projects Team (SPT) Account Manager.

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.

The SPT Account Manager will work with clients to complete outstanding prior year administration requirements. This would include compliance testing, Form 5500 filings, and annual valuations.

Job Responsibilities:

  • Maintain a caseload of clients which will be a mix of current clients and new clients with missed prior year annual administration work
  • Consult and guide clients through completion of all prior year work, including:
  • Monitoring project progress and ensuring all work is completed timely
  • Assisting and participating in client calls regarding outstanding requirements, timelines, and deliverables
  • Coordinating with internal teams to efficiently execute corrective actions and bring plans into compliance
  • Cultivating existing client relationships
  • Communicating with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans involved with special project work

Qualifications:

  • 8-10 years of 401(k) plan administration and consulting experience
  • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience
  • NIPA or ASPPA credential, ERPA a plus
  • 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 $90,000 - $125,000
  • 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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Nova 401(k) Associates

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.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Houston, TX
Year Founded
2000
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