Tax-Exempt Account Manager

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

Requirements

• 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
• Excellent written and verbal communication skills
• Excellent organizational skills
• High level of critical thinking
• Committed to lifelong learning and coaching

Preferred Qualifications

• Industry designation
• Four-year college degree

Benefits

• Base Salary $70,000 - $100,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• Home office equipment provided

About the Company

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