Implementation Specialist

Nova 401(k) Associates; Houston (TX); Remote; USD 70,000 - 85,000; Full time

Job summary

A leading national third-party administration firm seeks an Implementation Specialist to onboard new clients and ensure excellent service during the implementation phase of their retirement plans. The ideal candidate will have extensive experience in retirement plan onboarding, strong communication skills, and a commitment to professional development. This remote position offers competitive compensation and benefits, including medical and dental insurance.

Benefits

Medical, dental, disability, and life insurance

Paid time off

401(k) plan with employer match

Qualifications

• Five or more years of retirement plan implementation/onboarding experience.
• Coachable and committed to professional development; industry credentials are an added bonus.

Responsibilities

• Provide excellent client/advisor experience during the implementation phase.
• Coordinate collection of data from clients and outside professionals.
• Act as a liaison between clients, advisors, and platform providers.

Skills

Excellent written and verbal communication skills

Time management

Organizational skills

Critical thinking

Ability to multi-task

Job description

Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?

Our implementation specialist position focuses exclusively on on-boarding new clients while providing excellent client/advisor service. Our implementation specialist position is supported by a strong sales group, plan document team, and compliance department.

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 advancement opportunities for our professionals.

Job Responsibilities:

• Provide excellent client/advisor experience during the implementation phase of their plan
• Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals
• Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan
• Review plan adoption agreements and complete plan provision paperwork for the various platform providers
• Assist clients with plan provision inquiries to ensure a basic understanding of plan operation
• Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines
• Set-up internal systems, and load information into our compliance software
• Perform work according to Nova policies and procedures
  
  

Qualifications:

• Five or more years of retirement plan implementation/onboarding experience
• Ability to manage workload towards weekly goals in a "results only" environment
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• High level of critical thinking
• Coachable and committed to professional development; industry credentials are an added bonus
  
  

Compensation and Benefits:

• Base Salary $70,000-$85,000
• 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
• 40-hour work week
  
  

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