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Tax Exempt Account Manager, No Tax-Exempt Experience Required, Plan Admin Experience Required

Company

Nova 401(k) Associates

Address , Remote
Employment type
Salary
Expires 2023-07-17
Posted at 11 months ago
Job Description
Are you a 401(k) expert who enjoys learning something new each year? If you are ready for your next challenge, let's talk about a defined contribution account manager position with a tax-exempt entity specialty. If you are thinking of how to differentiate yourself in the upcoming years, what better opportunity than to take your expertise to the next level? There are no tax-exempt entity pre-requisites. We have a team of experts ready to train you!
Overview of the Position:
Nova 401(k) Associates is looking to fill fully remote DC Account Manager positions. We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!
We are in the process of transforming our Account Manager positions to focus more on client/advisor service. Our Account Manager positions are supported by a strong implementation group, plan document team, special projects team, loan and distribution department, and plan termination team. Our Account Managers are organized into teams that work toward firm goals. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.
About Nova:
Nova 401(k) Associates is a vibrant, growing, national, and non-producing third party administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.
What Nova Offers You:
This position supports a great work-life balance and generous PTO. We also financially support professional designations and offer regular, recurring, professional training. Of course, we also offer a competitive compensation package including medical insurance, dental insurance, vision insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
What You Will Be Doing:
  • Maintaining a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities
  • Managing and prioritizing workload towards weekly goals in a results-oriented team environment
  • Maintaining and building client and advisor relationships with a high client retention rate
  • Reviewing and delivering required non-discrimination testing and government forms, including Form 5500
  • Exemplifying superior client service and the ability to consult with clients regarding plan operation and design
  • Working with other Nova departments, record-keepers, and advisors to ensure a great client experience
  • Pro-actively communicating with clients and investment advisors about new industry developments
  • Performing work according to Nova policies and procedures
About You:
  • Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500
  • High level of critical thinking
  • Four-year college degree a plus
  • Excellent written and verbal communication skills
  • Committed to lifelong learning and coaching
  • Five or more years of 401(k) plan administration experience
  • Industry designation a plus
  • Excellent organizational skills
About the Process:
We manage the process through ApplicantStack.com and respond to every inquiry through ApplicantStack.com. To make sure that you receive our emails, please make sure to white list ApplicantStack.com and nova401k.com in your email and/or periodically check your junk email.
For remote work, all interviews are on the phone or via video interview – no travel is required!
We get it. We listen. We communicate.