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.
Job Responsibilities:
- Maintain case load of clients which would 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, and 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
- ERPA (Enrolled Retirement Plan Agent) or Enrolled Agent (EA) designation required, or the ability and commitment to obtain the credential within a specified timeframe required. Nova provides organizational support, study resources, and dedicated study time to assist employees in achieving and maintaining these professional credentials
- 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
- 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
We get it. We listen. We communicate.
Click Here to review our Privacy Policy
Skills Required
- 8-10 years of 401(k) plan administration and consulting experience
- ERPA or Enrolled Agent designation, or ability and commitment to obtain the credential within a specified timeframe
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
- Superior knowledge of 401(a)(4) and controlled group testing
- Mergers and acquisitions experience
- Excellent written and verbal communication skills
- Excellent time management and organizational skills with ability to multitask
- Ability to proactively and independently manage a book of business
- High level of critical thinking
- Commitment to lifelong learning and coachability
- Authorization to work for any US employer
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
.png)
