Nova 401(k) Associates

Tax-Exempt Account Manager

Nova 401(k) Associates

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 - $100,000 per year

About the role

  • 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

Requirements

  • Five or more years of 401(k) plan administration experience
  • Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500
  • Industry designation a plus
  • Four-year college degree a plus
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking
  • Committed to lifelong learning and coaching
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
401(k) plan administrationnon-discrimination testingForm 5500 preparationgovernment forms delivery
Soft Skills
client servicecommunicationorganizational skillscritical thinkingrelationship management
Certifications
industry designation