Implementation Specialist jobs in United States
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Nova 401(k) Associates ยท 2 days ago

Implementation Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$70K/yr - $85K/yr
date5+ years exp

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. The Implementation Specialist role focuses on onboarding new clients while providing excellent client and advisor service, acting as a liaison during the implementation phase of retirement plans.

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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

Retirement plan implementationClient serviceTime managementOrganizational skillsCoachableVerbal communicationWritten communicationCritical thinking

Required

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

Company

Nova 401(k) Associates

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Nova 401(k) Associates is a financial services firm headquartered in Houston.
dateFounded in 2002
location
Houston, Texas, USA
people-size51-200 employees
web-link
http://nova401k.com

Funding

Current Stage
Growth Stage

Leadership Team

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Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
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Company data provided by crunchbase