Team Leader @ Nova 401(k) Associates | Jobright.ai
JOBSarrow
RecommendedLiked
0
Applied
0
External
0
Team Leader jobs in Houston, TX
Be an early applicantLess than 25 applicants
company-logo

Nova 401(k) Associates ยท 4 days ago

Team Leader

ftfMaximize your interview chances
ConsultingFinancial Services
badNo H1Bnote

Insider Connection @Nova 401(k) Associates

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Manage 8-10 staff members
Champion Nova 401(k) Associates values and policies
Ensure client and participant satisfaction throughout the distribution process
Manage the team to meet Nova's overall service standards and regulatory deadlines
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 annual distribution requests
Improve existing processes and assist in developing new processes as needed
Keep current with new regulations and proposed legislation as well as an awareness of proposed legislation surrounding loans and distributions
Perform other related duties as required
Complete performance reviews in a timely manner
Attend Nova's leadership & development training in Houston (or other location)

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

ERISA401(k) loans/distributionsManagement experienceMS ExcelMS WordASPPA/NIPA credentials

Required

Bachelor's degree required
A minimum of five years of management experience in a fast-paced & high-volume environment
Relevant industry experience processing or reviewing 401(k) loans/distributions
Comfortable working online
Excellent written and verbal communication skills and customer service skills
Ability to maintain confidential information
Superior organizational skills
Proficiency with MS Excel and MS Word
Flexibility, adaptability, and ability to multi-task
Clean background check

Preferred

ASPPA/NIPA industry credentials a plus

Benefits

Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match

Company

Nova 401(k) Associates

twittertwitter
company-logo
Nova 401(k) Associates is a financial services firm headquartered in Houston.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
linkedin
Company data provided by crunchbase
logo

Orion

Your AI Copilot