Implementation Specialist

5 days ago

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Nova 401(k) Associates

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401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans

51 - 200

Description

• Provide excellent client/advisor experience during the implementation phase of their plan • Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals • Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan • Review plan adoption agreements and complete plan provision paperwork for the various platform providers • Assist clients with plan provision inquiries to ensure a basic understanding of plan operation • Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines • Set-up internal systems, and load information into our compliance software • Perform work according to Nova policies and procedures

Requirements

• Bachelor’s degree and two or more years of 401(k) implementation/onboarding experience or five or more years of 401(k) implementation/onboarding experience • Ability to manage workload towards weekly goals in a “results only” environment • Excellent written and verbal communication skills • Excellent time management, organizational skills, and ability to multi-task • High level of critical thinking • Coachable and committed to professional development

Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match