Implementation Specialist
Nova 401(k) Associates
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $85,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- Five or more years of retirement plan implementation/onboarding experience
- Ability to manage workload towards weekly goals in a “results only” 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
Benefits
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retirement plan implementationdata collectioncompliance testingIRS forms processingplan adoption agreementsplan provision paperworkcompliance software
Soft skills
client experiencecommunication skillstime managementorganizational skillsmulti-taskingcritical thinkingcoachableprofessional development