Nova 401(k) Associates · 4 hours ago
Tax-Exempt Account Manager
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $100K/yr
5+ years expNova 401(k) Associates is a vibrant, growing, national third party administration firm. They are seeking a Tax-Exempt Account Manager to maintain and build client relationships, manage a caseload of 401(k) plans, and ensure excellent client service.
ConsultingFinancial Services
No H1B
Responsibilities
Maintain and build client and advisor relationships with a high client retention rate
Maintain a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities
Manage and prioritize 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
Perform work according to Nova policies and procedures
Pro-actively communicate with clients and investment advisors about new industry developments
Review and deliver required non-discrimination testing and government forms, including Form 5500
Qualification
Required
Five or more years of 401(k) plan administration experience
Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500
Excellent written and verbal communication skills
Excellent organizational skills
High level of critical thinking
Committed to lifelong learning and coaching
Preferred
Industry designation a plus
Four-year college degree a plus
Benefits
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Company
Nova 401(k) Associates
Nova 401(k) Associates is a financial services firm headquartered in Houston.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
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