Nova 401(k) Associates
We get it. We listen. We communicate.
401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans
51 - 200
Defined Contribution Account Manager
June 3
🏡 Remote – New York
Nova 401(k) Associates
We get it. We listen. We communicate.
401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans
51 - 200
Description
• Maintain client and advisor relationships with a high active client retention rate • Maintain a caseload with approximately 50% split between ADP and Safe Harbor plans • Manage and prioritize your 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 • Document all client interactions in our workflow management system • Perform work according to Nova policies and procedures • Expand professional knowledge through seminars and self-study
Requirements
• Five or more years of 401(k) plan administration experience • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing • NIPA credential, ASPPA credential, or a 4 year college degree • 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
Benefits
• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match
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