Defined Contribution Account Manager

Job Description

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?

Overview of the Position:

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 a 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:

We have a nationally recognized sales team allowing us to grow continuously and provide career 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.

Job Responsibilities:

Qualifications:

Compensation and Benefits:

Work Location/Hours:

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• Maintain client and advisor relationships with a high active client retention rate
• Maintain a caseload with approximately 50% split between ADP and Safe Harbor plans
• Manage and prioritize your 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
• Document all client interactions in our workflow management system
• Perform work according to Nova policies and procedures
• Expand professional knowledge through seminars and self-study
• 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
• Base Salary $70,000 - $100,000
• Salaried, non-exempt
• Medical, dental, disability, and life insurance
• Paid time off
• 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