Senior Defined Contribution Account Manager

The role

The Senior Defined Contribution Account Manager focuses on review and client/advisor service. This person will maintain client relationships, manage complicated plans, and perform escalated work product reviews.

What you will do

• Maintain client and advisor relationships with a high active client retention rate
• Maintain a caseload of more complicated plans
• Perform escalated work product review for other team members
• 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
• 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

Required qualifications

• Ten or more years of 401(k) plan administration experience
• NIPA or ASPPA credentials
• College degree
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience
• 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
• Excellent organizational skills
• High level of critical thinking
• Committed to lifelong learning and coachable

Benefits

• Home office set-up including a computer and a phone
• Generous PTO
• Overtime pay
• Financial support for professional designations
• Regular, recurring, professional training
• Medical insurance
• Dental insurance
• Disability insurance
• Life insurance
• 401(k) plan with employer match
• HSA

Before you apply

• Must work from USA
• Must be authorized to work for any US employer

About the company

Nova 401(k) Associates is a vibrant third party non-producing administration firm. They have a nationally recognized sales team.