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Nova 401(k) Associates

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Experienced Implementation Account Manager

Open 62d

Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?

Our implementation account manager position focuses exclusively on on-boarding new clients while providing excellent client/advisor service. Our implementation account manager position is supported by a strong sales group, plan document team, and compliance department.

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 advancement opportunities for our professionals.

Job 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

Qualifications:

  • 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
  • Coachable and committed to professional development; industry credentials are an added bonus

Compensation and Benefits:

  • Base Salary $70,000-$90,000
  • 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
  • 40-hour work week


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What this application asks

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First Name, Last Name, Email, Phone, Resume/CV, Cover Letter

  • Please provide your complete address (Address 1, Address 2 (if applicable), City, State, and Zip Code). ***Your complete address is required in order for us to be able to move you forward in our process.***
  • Are you legally eligible for employment in the United States? choose one
  • Please provide your United States Visa status, if applicable. If not applicable, please type N/A.
  • Are you at least 18 years old? choose one
  • Have you filed all required federal and state personal tax returns timely? choose one
  • Have you paid all federal income taxes that you owe? choose one
  • If you have not paid all federal income taxes that you owe, have you entered into a payment agreement with the Internal Revenue Service? choose any
  • Have you declared bankruptcy in the last five years? choose one
  • Have you had a property foreclosed upon or been sued for nonpayment on bills in the last five years? choose one
  • In the past five years, have you been more than 90 days behind on any bill? choose one
  • If you owe child support, are you current on your child support? choose any
  • What hours are you available to work?
  • If hired, when could you start?
  • Do you have five or more years of retirement plan implementation/onboarding experience? choose one
  • How many years of 401(k) industry experience do you have?
  • What is your minimum required salary? choose any
  • Where did you hear about this job (please provide website name if applicable)?
  • If you have a LinkedIn Profile, please share it here! optional
  • I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment. I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position. If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law. I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. choose any

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