Defined Contribution Account Manager

Responsibilities

• Maintain client and advisor relationships with a high active client retention rate
• Manage 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
• Consult with clients regarding plan operation and design
• Work with other departments, record-keepers, and advisors to ensure a great client experience
• Document all client interactions in the workflow management system
• Perform work according to company policies and procedures
• Expand professional knowledge through seminars and self-study

Requirements

• 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 and organizational skills
• Ability to proactively and independently manage a book of business
• High level of critical thinking

Benefits

• Base salary between $70,000 and $100,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• Home office equipment provided
• Professional designation financial support

About the Company

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm with a nationally recognized sales team.