Special Projects Account Manager

Nova 401(k) Associates; United States; Remote; USD 90.000 - 125.000; Vollzeit

Benefits dieser Stelle

Medical, dental, disability, and life

Paid time off

401(k) plan with employer match

Zusammenfassung

Nova 401(k) Associates is seeking a Special Projects Team (SPT) Account Manager to service client needs and drive timely completion of prior year administration work. You will consult with clients and coordinate with internal teams to ensure compliance and accuracy.

The role offers remote work from the United States, a 37.5-hour week, a base salary of $90,000–$125,000, and benefits including medical, dental, disability, life insurance, paid time off, and a 401(k) plan with employer match.

Qualifikationen

• 8-10 years of 401(k) plan administration and consulting experience.
• Superior knowledge of 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.
• NIPA or ASPPA credential, ERPA a plus
• 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

Aufgaben

• Maintain a caseload of clients including current and new clients with missed prior year administration work.
• Consult and guide clients through completion of prior year work, including monitoring progress and timelines.
• Assist in client calls regarding outstanding requirements, timelines, and deliverables.
• Coordinate with internal teams to execute corrective actions and ensure compliance.
• Cultivate existing client relationships and communicate plans with principals, clients, CPAs, and attorneys.

Kenntnisse

401k administration

ADP/ACP testing

Top Heavy testing

NIPA/ASPPA credential

ERPA

Communication skills

Time management

Multi-tasking

Manage book of business

Tools

ADP/ACP

Jobbeschreibung

Do you excel at consulting with clients? Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? If so, Nova 401(k) Associates may have a position for you!

We are hiring a Special Projects Team (SPT) AccountManager.

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.

The SPT Account Manager will work with clients to complete outstanding prior year administration requirements. This would include compliance testing, Form 5500 filings, and annual valuations.

Job Responsibilities:

• Maintain a caseload of clients which will be a mix of current clients and new clients with missed prior year annual administration work
• Consult and guide clients through completion of all prior year work, including:
• Monitoring project progress and ensuring all work is completed timely
• Assisting and participating in client calls regarding outstanding requirements, timelines, and deliverables
• Coordinating with internal teams to efficiently execute corrective actions and bring plans into compliance
• Cultivating existing client relationships
• Communicating with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans involved with special project work

Qualifications:

• 8-10 years of 401(k) plan administration and consulting experience
• 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
• NIPA or ASPPA credential, ERPA a plus
• 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 $90,000 - $125,000
• 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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