Defined Contribution Account Manager

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Nova 401(k) Associates

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51 - 200 funcionários

💸 Finanças

Finance

A Nova 401(k) Associates é uma empresa nacional de administração de terceiros (TPA), especializada em oferecer serviços personalizados de design e conformidade de planos de aposentadoria para proprietários de empresas e consultores financeiros. A empresa gerencia mais de 7. 500 planos de aposentadoria, incluindo planos 401(k), 403(b) e de Benefício Definido, representando mais de US$9 bilhões em ativos de planos de aposentadoria. A Nova 401(k) Associates oferece webinars educacionais, recursos e consultas personalizadas para ajudar no entendimento e gerenciamento de planos de aposentadoria. Eles são dedicados à comunicação eficaz e à prestação de serviços de qualidade a seus clientes.

Descrição

• 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

🎯 Requisitos

• 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 and organizational skills • Ability to proactively and independently manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable

🏖️ Benefícios

• Generous PTO • Overtime pay • Medical insurance • Dental insurance • Disability insurance • Life insurance • 401(k) plan • HSA • Financial support for professional designations • Regular professional training