Team Leader

Posted 2024-11-13

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💎 Seniority level: Manager, A minimum of five years

📍 Location: USA

💸 Salary: 90000 - 115000 USD per year

🔍 Industry: Retirement plan distribution

🏢 Company: Nova 401(k) Associates

🗣️ Languages: English

⏳ Experience: A minimum of five years

🪄 Skills: LeadershipCommunication SkillsCustomer serviceMentoringOrganizational skills

Requirements:

Bachelor’s degree required
A minimum of five years of management experience in a fast-paced environment
Relevant industry experience processing or reviewing 401(k) loans/distributions
Excellent written and verbal communication and customer service skills
Ability to maintain confidential information
Superior organizational skills
Proficiency with MS Excel and MS Word
Flexibility and ability to multi-task
Clean background check
ASPPA/NIPA industry credentials a plus

Responsibilities:

Manage 8-10 staff members
Ensure client and participant satisfaction throughout the distribution process
Manage the team to meet regulatory deadlines and service standards
Monitor team productivity through daily report generation
Assist in training and mentoring of junior staff
Manage annual distribution requests and improve existing processes
Stay updated with regulations affecting the retirement industry

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