Implementation Account Manager

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
• Act as a liaison between clients, advisors, and platform providers during the implementation phase
• Review plan adoption agreements and complete plan provision paperwork for various platform providers
• Assist clients with plan provision inquiries to ensure 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 compliance software
• Perform work according to company policies and procedures

Requirements

• Five or more years of retirement plan implementation or onboarding experience
• Ability to manage workload towards weekly goals in a results-oriented environment
• Excellent written and verbal communication skills
• Strong time management, organizational, and multi-tasking skills
• High level of critical thinking
• Coachable and committed to professional development

Benefits

• Base salary between $70,000 and $90,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• Necessary computer equipment provided

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.