Senior Defined Contribution Account Manager

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Nova 401(k) Associates

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • 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 of more complicated plans • Perform escalated work product review for other team members • 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 • Proactively communicate with clients and investment advisors about new industry developments • Work with other Nova departments, record-keepers, and advisors to ensure a great client experience • Perform work according to Nova policies and procedures

🎯 Requisitos

• Ten or more years of 401(k) plan administration experience • NIPA or ASPPA credentials • College degree • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing • Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience • Excellent written and verbal communication skills • Excellent time management, organizational skills, and ability to multi-task • Ability to proactively and independently manage a book of business • Excellent organizational skills • High level of critical thinking • Committed to lifelong learning and coachable

🏖️ Benefícios

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match • Financial support for professional designations • Regular, recurring, professional training