Implementation Specialist

Posted 2024-11-09

💎 Seniority level: Junior, Two or more years of 401(k) implementation/onboarding experience or five or more years of 401(k) implementation/onboarding experience

📍 Location: USA

💸 Salary: 55000 - 70000 USD per year

🔍 Industry: 401(k) plan administration

🏢 Company: Nova 401(k) Associates

🗣️ Languages: English

⏳ Experience: Two or more years of 401(k) implementation/onboarding experience or five or more years of 401(k) implementation/onboarding experience

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationOrganizational skills

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 and organizational skills, with the ability to multi-task.
High level of critical thinking.
Coachable and committed to professional development.

Responsibilities:

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 compliance software.
Perform work according to Nova policies and procedures.

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Implementation Specialist

Requirements:

Responsibilities:

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