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Defined Contribution Account Manager

Defined Contribution Account Manager

Defined Contribution Account Manager

Nova 401(k) Associates
Houston, TX 77092

Job details

Job Type

If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Nova 401(k) Associates may have a “wow” position for you! And, you can start with Nova immediately or wait to start until after March 15th! We get it - no matter how great a new job may be, some candidates may feel obligated to clients and colleagues and may not want to leave until after the peak of testing season. Feel free to apply now - our process is fast and involves only a few hours of your time.

Overview of the Position:
Nova 401(k) Associates is looking to fill fully remote Defined Contribution Account Manager positions. If you are located near one of our physical offices (currently Houston and Scottsdale), the position will allow you to work either a fully remote schedule or work some days in the office. 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 review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team and loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. 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 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.

What Nova Offers You: This position supports a great work-life balance with a 37.5 hour work week, generous PTO and overtime pay. We also financially support professional designations and offer regular, recurring professional training. And, of course, we offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan and an HSA.

What You will Be Doing:
  • Maintain client and advisor relationships with a high active client retention rate
  • Maintain a caseload of about 150 clients, approximately 50% split between ADP and Safe Harbor plans
  • Manage and prioritize workload towards weekly goals in a results oriented team environment
  • Superior client service and ability to consult with clients regarding plan operation and design
  • Proactively communicate with clients and investment advisors about new industry developments
  • Work with other Nova departments, record-keepers and advisors to ensure a great client experience
  • Perform work according to Nova policies and procedures
  • Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms
About You:
  • 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, organizational skills and ability to multi-task
  • Ability to proactively and independently manage a book of business
  • High level of critical thinking
  • Committed to lifelong learning and coachable
About the Process:
We manage the process through and respond to every inquiry through To make sure that you receive our emails, please make sure to white list and in your email and/or periodically check your junk email.

For remote work, all interviews are on the phone or via video interview – no travel is required!

We get it. We listen. We communicate.

Hiring Insights

Hiring for this role

• Mobile: NA

• Location: 29.814528:-95.464455

• Post ID: 21622881

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