Tax-Exempt Account Manager

Nova 401(k) Associates; Houston (TX); À distance; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Generous PTO

Professional training support

401(k) plan with employer match

Health insurance

Résumé du poste

A national third-party administration firm is seeking a remote DC Account Manager to maintain and build relationships with clients. The role involves managing 401(k) plans and ensuring excellent client service while communicating industry updates. Candidates should have over five years in 401(k) administration, knowledge of non-discrimination testing, and strong communication skills. The position offers a competitive salary and benefits including medical, dental, and PTO.

Qualifications

• Five or more years of 401(k) plan administration experience.
• Excellent knowledge of non-discrimination testing and government forms, including Form 5500.
• Industry designation preferred.

Responsabilités

• Maintain and build client and advisor relationships with a high retention rate.
• Manage a caseload of 401(k) plans and retirement plans.
• Pro-actively communicate with clients about industry developments.

Connaissances

401(k) plan administration experience

Excellent communication skills

Organizational skills

Critical thinking

Formation

Four-year college degree

Description du poste

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 party administration 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
• Industry designation a plus
• Four-year college degree a plus
• 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
• 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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