Special Projects Account Manager New

Nova 401(k) Associates Inc.; Houston, Northern (TX, KY); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, disability, and life 

Paid time off

401(k) plan with employer match

Job summary

Nova 401(k) Associates Inc. is hiring for a Special Projects Team (SPT) Account Manager to work with clients on prior year administration requirements, including compliance testing, Form 5500 filings, and valuations.

The role focuses on guiding clients through outstanding work, maintaining relationships, and coordinating with internal teams to ensure timely, compliant deliverables while offering the flexibility to work from home.

Qualifications

• 8–10 years of 401(k) plan administration and consulting experience.
• Strong knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• 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; strong time management and organization.

Responsibilities

• Maintain a caseload of clients including current and new clients with missed prior year work.
• Consult and guide clients through completion of prior year work, including timelines.
• Monitor project progress and ensure timely completion.
• Assist and participate in client calls regarding outstanding requirements, timelines, and deliverables.
• Coordinate with internal teams to efficiently execute corrective actions and bring plans into compliance.
• Cultivate existing client relationships and communicate with principals, clients, financial advisors, attorneys, CPAs, and others involved.

Skills

401(k) plan administration

ADP/ACP testing

Mergers and acquisitions

NIPA or ASPPA credential

ERPA a plus

Communication

Time management

Multitasking

Independent management

Critical thinking

Education

NIPA or ASPPA credential (ERPA a plus)

Job description

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
• 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