Team Leader
N
Nova 401(k) AssociatesFinancial Services
USAFull-TimeLead
Salary80000 - 120000 USD per year
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Job Details
- Languages
- English
- Experience
- 10+ years industry, 5+ years supervisory
- Required Skills
- LeadershipProject ManagementPeople ManagementMicrosoft ExcelMentoringComplianceAccount ManagementResearchTrainingClient relationship management
Requirements
- 10+ years of experience in nondiscrimination testing
- 5+ years of supervisory experience
- Credentials with a nationally recognized organization (ASPPA or NIPA)
- Strong knowledge of ERISA and Internal Revenue Code and Regulations
- Strong research and analytical skills
- Excellent written and verbal communication skills
- Proficiency in MS Excel and MS Word
- Superior organizational and coordination skills
- Flexibility, adaptability, and ability to multi-task
Responsibilities
- Manage a team of 6-8 staff members
- Ensure client satisfaction
- Provide training and feedback to team members
- Complete salary and performance reviews
- Champion AFS values and policies
- Resolve escalated service issues
- Stay current with regulations and legislation
- Assist with client/broker outreach initiatives
- Assist team members with annual client reviews
- Maintain a caseload of about 50 clients
- Provide design and consulting services
- Cultivate existing client relationships
- Communicate with principals, clients, and other professionals
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