Defined Contribution Account Manager

About the role

Nova 401(k) Associates is seeking remote Defined Contribution Account Managers. This role offers a flexible work environment, career growth, and competitive benefits.

Responsibilities

• Maintain client and advisor relationships with a high active client retention rate
• Maintain a caseload with approximately 50% split between ADP and Safe Harbor plans
• Manage and prioritize workload towards weekly goals in a results-oriented team environment
• Exemplify superior client service and consult with clients regarding plan operation and design
• Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
• Document all client interactions in our workflow management system
• Perform work according to Nova policies and procedures
• Expand professional knowledge through seminars and self-study

Qualifications

• Five or more years of 401(k) plan administration experience
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• NIPA credential, ASPPA credential, or a 4-year college degree
• 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: $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