Tax-Exempt Account Manager

Are you a 401(k) expert who enjoys learning something new each year? 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

Nova 401(k) Associates is looking to fill fully remote DC Account Manager positions. 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

Nova 401(k) Associates is a vibrant, growing, national, and non-producing third party administration firm. 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. Of course, we also offer a competitive compensation package including medical insurance, dental insurance, vision insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.

Job Responsibilities

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

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

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

Compensation and Benefits

Base Salary $70,000 - $100,000

Salaried, non-exempt

Medical, dental, disability, and life insurance

Paid time off

401(k) plan with employer match

Work Location/Hours

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

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