Tax-Exempt Account Manager

Job Description

If you are ready for your next challenge, let’s talk about a defined contribution account manager position with a tax-exempt entity specialty. If you are thinking of how to differentiate yourself in the upcoming years, what better opportunity than to take your expertise to the next level? There are no tax-exempt entity pre-requisites. We have a team of experts ready to train you!

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 client/advisor service. Our Account Manager positions are supported by a strong implementation group, plan document team, special projects team, loan and distribution department, and plan termination team. Our Account Managers are organized into teams that work toward firm goals. 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 advancement opportunities for our professionals.

What Nova Offers You:

This position supports a great work-life balance and generous PTO. We also financially support professional designations and offer regular, recurring, professional training.

Job Responsibilities:

Qualifications:

Compensation and Benefits:

Work Location/Hours:

We get it. We listen. We communicate.

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• Maintain and build client and advisor relationships with a high client retention rate
• 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
• Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500
• Industry designation a plus
• Four-year college degree a plus
• Excellent written and verbal communication skills
• Excellent organizational skills
• High level of critical thinking
• Committed to lifelong learning and coaching
• 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