Tax-Exempt Account Manager

The role

This person will maintain client and advisor relationships and manage a caseload of 401(k) plans sponsored by tax-exempt entities. The role involves consulting with clients on plan operation and design while working with other departments to ensure client experience.

What you will do

• 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

Required qualifications

• 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

Nice to have

• Industry designation
• Four-year college degree

Benefits

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

Before you apply

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

About the company

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