Nova 401(k) Associates · 1 week ago

Implementation Specialist

Houston, TX

Full-time

Remote

Entry, Mid Level

$55K/yr - $70K/yr

2+ years exp

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No H1B

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Responsibilities

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

Qualification

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401(k) implementationClient serviceCoachable

Required

Bachelor's degree and two or more years of 401(k) implementation/onboarding experience or five or more years of 401(k) 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