Nova 401(k) Associates

Software Engineer

• Technical lead on projects identified by management to automate work processes and improve customer service and company image
• Maintain scripts and code written by others
• Manage daily job schedule and optimize throughput of production environment
• Report regularly to management verbally and in writing
• Interact with our software vendors about potential automation projects
• Communicate with IT group to ensure proposed solutions are consistent with our network standards
• Research and implement complex technology solutions to improve process resiliency and stability, and prepare our systems to scale
• Deploy scripts and projects from development to production environment
• Lead by example to accelerate adoption of standards and procedures

Automation Specialist III

Manager

• Manage 2- 3 staff members
• Champion AFS values and policies
• Ensure client and participant satisfaction through the loan and distribution process
• Manage the team to meet AFS's overall service standards
• Monitor team productivity through daily report generation
• Develop reports for senior management
• Assist in training and mentoring of junior staff members throughout the year
• Manage daily inflow and outflow of distribution and loan requests
• Improve existing processes and assist in developing new processes as needed
• Identify loan defaults and MRD from online reports
• Prepare and process annual forceout distribution projects
• Keep current with new regulations and proposed legislation as well as an awareness of proposed legislation surrounding loans and distributions
• Communicate with participants, principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to your team throughout the loan and distribution process
• Complete performance reviews in a timely manner
• Perform other related duties as required

Distributions Manager

Account Manager

• Maintain and build client and advisor relationships with a high client retention rate
• Maintain a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities
• Manage and prioritize workload towards weekly goals in a results-oriented team environment
• Exemplify superior client service and the ability to consult with clients regarding plan operation and design
• Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
• Perform work according to Nova policies and procedures
• Pro-actively communicate with clients and investment advisors about new industry developments
• Review and deliver required non-discrimination testing and government forms, including Form 5500

Automation Specialist III

Distributions Manager

Tax-Exempt Account Manager