Senior Defined Contribution Account Manager

June 3

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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 employees

💸 Finance

Description

• Maintain client and advisor relationships • Manage a caseload of more complicated plans • Perform work product review and manage workload • Provide superior client service and consult with clients • Proactively communicate with clients and investment advisors • Collaborate with other departments for a great client experience • Work according to company policies and procedures

Requirements

• Ten or more years of 401(k) plan administration experience • NIPA or ASPPA credentials • College degree • Superior knowledge of various 401(k) plan testing and administration topics • Excellent written and verbal communication skills • Excellent time management and organizational skills • Ability to proactively manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable

Benefits

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