Teams at Nova 401(k) Associates

Manage the onboarding and implementation of new retirement plan clients, coordinating data collection, documents, compliance software setup, platform providers, advisors, and client communications. Review plan paperwork, answer operational questions, manage implementation timelines, and ensure work follows company procedures while delivering a strong client and advisor experience.

Paid internship supporting IRA distribution processing and retirement account administration. Responsibilities include preparing distribution packages, responding to account holder and partner inquiries, tracking request progress, maintaining records, and communicating with plan sponsors and vendors. The role requires strong organization, prioritization, independent learning, business communication, and proficiency with Microsoft Office. Training is provided, and no prior experience is required.

This role involves promoting services to financial advisors, conducting presentations, maintaining relationships, and analyzing market trends. Travel for training is required.