Nova 401(k) Associates ยท 4 days ago
Team Leader
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ConsultingFinancial Services
No H1B
Insider Connection @Nova 401(k) Associates
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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
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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