Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?
Our implementation specialist position focuses exclusively on on-boarding new clients while providing excellent client/advisor service. Our implementation specialist position is supported by a strong sales group, plan document team, and compliance department.
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 advancement opportunities for our professionals.
Job Responsibilities:
- Provide excellent client/advisor experience during the implementation phase of their plan
- Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals
- Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan
- Review plan adoption agreements and complete plan provision paperwork for the various platform providers
- Assist clients with plan provision inquiries to ensure a basic understanding of plan operation
- Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines
- Set-up internal systems, and load information into our compliance software
- Perform work according to Nova policies and procedures
Qualifications:
- Five or more years of retirement plan implementation/onboarding experience
- Ability to manage workload towards weekly goals in a results oriented team environment
- Excellent written and verbal communication skills
- Excellent time management, organizational skills, and ability to multi-task
- High level of critical thinking
- Coachable and committed to professional development; industry credentials are an added bonus
Compensation and Benefits:
- Base Salary $70,000-$85,000
- 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
- 40-hour work week
We get it. We listen. We communicate.
Click Here to review our Privacy Policy
Top Skills
What We Do
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
