Tax-Exempt Account Manager

Nova 401(k) Associates; Bengaluru; Remote; INR 6,433,823 - 9,191,176; Full time

Benefits offered by this job

Generous PTO

Health, dental, and life insurance

401(k) plan with employer match

Support for professional designations

Job summary

A national benefits administration firm is seeking a DC Account Manager to join their fully remote team. The ideal candidate will have over 5 years of 401(k) plan administration experience and will be responsible for maintaining client relationships and managing caseloads. The position offers a competitive salary range of $70,000 - $100,000, along with comprehensive benefits including medical and dental insurance, generous PTO, and support for professional development. This role promotes a strong work-life balance and provides necessary equipment for home office setup.

Qualifications

• Five or more years of 401(k) plan administration experience.
• Excellent knowledge of required non-discrimination testing and government forms.
• Committed to lifelong learning and coaching.

Responsibilities

• Maintain client and advisor relationships with high retention rates.
• Manage caseload of 401(k) plans sponsored by tax-exempt entities.
• Communicate pro-actively with clients about industry developments.

Skills

401(k) plan administration experience

Excellent written and verbal communication skills

Excellent organizational skills

High level of critical thinking

Lifelong learning and coaching

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 partyadministration 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.

Job Responsibilities:

• Maintain and build client and advisor relationships with a high client retention rate
• Maintain a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities
• Manage and prioritize 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
• Perform work according to Nova policies and procedures
• Pro-actively communicate with clients and investment advisors about new industry developments
• Review and deliver required non-discrimination testing and government forms, including Form 5500

Qualifications:

• Five or more years of 401(k) plan administration experience
• Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500
• Excellent written and verbal communication skills
• Excellent organizational skills
• High level of critical thinking
• Committed to lifelong learning and coaching

Compensation and Benefits:

• Base Salary $70,000 - $100,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours:

• Work from home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• You may choose a start time between 7:30 am and 8:30 am

Interested in building your career at Nova 401(k) Associates ? Get future opportunities sent straight to your email.