Senior Defined Contribution Account Manager
New
United States, Start time between 7:30 am and 8:30 amFull-TimeSenior
Salary100,000 - 125,000 USD per year
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Job Details
- Experience
- Ten or more years
- Required Skills
- Account Management
Requirements
- Ten or more years of 401(k) plan administration experience
- NIPA or ASPPA credentials
- College degree
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
- Superior knowledge of 401(a)4 and controlled group testing
- Mergers and acquisitions experience
- Excellent written and verbal communication skills
- Excellent time management and organizational skills
- Ability to proactively and independently manage a book of business
- High level of critical thinking
- Committed to lifelong learning and coachable
Responsibilities
- Maintain client and advisor relationships with a high active client retention rate
- Maintain a caseload of more complicated plans
- Perform escalated work product review for other team members
- Manage and prioritize your 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
- Proactively communicate with clients and investment advisors about new industry developments
- Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
- Perform work according to Nova policies and procedures
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