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Nova 401(k) AssociatesNA

Tax-Exempt Account Manager

Nova 401(k) Associates is a leading third-party administration firm providing customized retirement solutions, managing over 7,500 plans and $9B in assets.

Nova 401(k) Associates

Employee count: 201-500

Salary: 70k-100k USD

United States only

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Are you a 401(k) expert who enjoys learning something new each year? If you are ready for your next challenge, let’s talk about a defined contribution account manager position with a tax-exempt entity specialty. If you are thinking of how to differentiate yourself in the upcoming years, what better opportunity than to take your expertise to the next level? There are no tax-exempt entity pre-requisites. We have a team of experts ready to train you!

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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About the job

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Job type

Full Time

Experience level

Salary

Salary: 70k-100k USD

Experience

5 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About Nova 401(k) Associates

Learn more about Nova 401(k) Associates and their company culture.

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At the heart of what we do is a culture of understanding and communication. Nova 401(k) Associates is a national third-party administration (TPA) firm dedicated to providing customized retirement plan design and compliance services for both business owners and financial advisors. We pride ourselves on thriving for over two decades, a testament to our commitment to excellence in the retirement industry.

We manage more than 7,500 retirement plans—encompassing 401(k), 403(b), and Defined Benefit plans—with assets surpassing $9 billion. This significant responsibility underscores our capability as a leading TPA firm. The complexities of 401(k) plans can be daunting, which is why we offer free educational webinars aimed at simplifying these concepts for our clients. Our belief in leveraging technology has enabled us to streamline compliance work, ensuring efficiency and accuracy while reducing costs. Furthermore, our growth is fueled by our commitment to our team. We support our employees with work-life balance initiatives, offering a 7.5-hour workday, good benefits, and a Safe Harbor 401(k) plan, ensuring a healthy environment that fosters both personal and professional growth.

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Nova 401(k) Associates

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