Team Leader

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Nova 401(k) Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

Finance

Nova 401(k) Associates is a national third-party administration (TPA) firm that specializes in providing customized retirement plan design and compliance services to business owners and financial advisors. The company manages over 7,500 retirement plans including 401(k), 403(b), and Defined Benefit plans, representing more than $9 billion in retirement plan assets. Nova 401(k) Associates offers educational webinars, resources, and personalized consultations to aid in understanding and managing retirement plans. They are dedicated to effective communication and delivering quality services to their clients.

📋 Description

• Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. • Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews • Must be a champion for AFS values and policies • Assist in training staff members throughout the year • Resolve a minimum of 50% of service issues escalated by team members • Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation • Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events • Assist team members with annual client reviews • Maintain a caseload of about 50 clients • Provide design and consulting services to plans assigned to the team • Cultivate existing client relationships for plans assigned to the team • Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team

🎯 Requirements

• 10+ years of experience in nondiscrimination testing • 5+ years of supervisory experience • Credentials with a nationally recognized organization (ASPPA or NIPA) • Strong knowledge of ERISA and Internal Revenue Code and Regulations • Strong research and analytical skills • Excellent written and verbal communication skills • Proficiency in MS Excel and MS Word • Superior organizational and coordination skills • Flexibility, adaptability, and ability to multi-task • Knowledge of Pension Pro is a plus

🏖️ Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match