Note: The job is a remote job and is open to candidates in USA. Nova 401(k) Associates is a vibrant and growing national third-party, non-producing administration firm with a nationally recognized sales team. The Experienced Implementation Account Manager onboards new clients, coordinates implementation data and documentation, and provides client and advisor service throughout the implementation phase. The role also manages communications with advisors and platform providers, supports plan provision inquiries, and maintains internal systems.
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
Skills
- Five or more years of retirement plan implementation/onboarding experience
- Ability to manage workload towards weekly goals in a results oriented team environment
- Excellent written and verbal communication skills
- Excellent time management, organizational skills, and ability to multi-task
- High level of critical thinking
- Work from home
- Must work from USA and be authorized to work for any US employer
- 40-hour work week
- Coachable and committed to professional development; industry credentials are an added bonus
Benefits
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
- Work from home
- We will supply all necessary computer equipment
Company Overview