Nova 401(k) Associates · 6 hours ago

Team Leader

United States

Full-time

Remote

Mid, Senior Level

$90K/yr - $115K/yr

5+ years exp

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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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ERISA401(k) loans/distributionsManagement experienceMS ExcelMS WordCustomer service skillsASPPA/NIPA credentials