Defined Contribution Account Manager

Nova 401(k) Associates; Houston (TX); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous PTO

Medical insurance

Dental insurance

401(k) plan with employer match

Professional training support

Job summary

A leading national third-party administration firm is hiring a Defined Contribution Account Manager with a focus on client service and account management. This remote position offers competitive salary, generous PTO, and supports professional development. You will be responsible for maintaining client relationships and ensuring exceptional service while managing a diverse caseload. Join a well-established team with a strong support structure and enjoy a healthy work-life balance.

Qualifications

• Five or more years of 401(k) plan administration experience.
• Superior knowledge of ADP/ACP and non-discrimination testing.
• Excellent written and verbal communication skills.

Responsibilities

• Maintain client and advisor relationships with high retention rates.
• Manage a caseload with roughly 50% balance between ADP and Safe Harbor plans.
• Document client interactions in the workflow management system.

Skills

Client retention

Time management

Organizational skills

Critical thinking

Education

NIPA credential

ASPPA credential

4 year college degree

Job description

Join to apply for the Defined Contribution Account Manager role at Nova 401(k) Associates

Join to apply for the Defined Contribution Account Manager role at Nova 401(k) Associates

If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just "okay". Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Nova 401(k) Associates may have a "wow" position for you!

Overview of the Position:

Nova 401(k) Associates is looking to fill fully remote Defined Contribution 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 review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team, and a loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. 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 and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

What Nova Offers You:

This position supports a great work-life balance with a 37.5 hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.

Job Responsibilities:

• 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
  
  

Qualifications:

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

Compensation and Benefits:

• Base Salary $70,000 - $100,000
• Salaried, non-exempt
• 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
• 37.5-hour work week
• You may choose a start time between 7:30 am and 8:30 am
  
  

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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