Defined Contribution Account Manager jobs in United States
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Nova 401(k) Associates ยท 1 day ago

Defined Contribution Account Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$70K/yr - $100K/yr
date5+ years exp

Nova 401(k) Associates is a vibrant and growing national third party administration firm. They are seeking a Defined Contribution Account Manager to maintain client relationships and manage a caseload, all while providing exceptional service and collaborating with various departments to enhance the client experience.

ConsultingFinancial Services
badNo H1Bnote

Responsibilities

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

Qualification

ADP/ACP testing knowledgeNIPA credentialASPPA credentialCommunication skillsTime management skillsOrganizational skillsCritical thinkingLifelong learning commitment

Required

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

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