Entry Level Implementation Specialist
New
N
Nova 401(k) AssociatesRetirement Plan Administration
Must work from the USAFull-TimeEntry
Salary55,000 - 70,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- Associates Degree or 2 years of relevant work experience
- Required Skills
- Project ManagementCommunication SkillsOrganizational skillsTime ManagementCritical thinkingData entry
Requirements
- Associates Degree or 2 years of relevant work experience in client implementation/onboarding, back-office administration, data entry or similar
- Ability to manage workload towards weekly goals in a “results only” environment
- Excellent written and verbal communication skills
- Excellent time management, organizational skills and ability to multi-task
- High level of critical thinking
- Ability to work both independently and collaboratively, solve problems, and take initiative
- Strong attention to detail and accuracy
- Coachable and committed to professional development
Responsibilities
- Provide excellent client/advisor experience during the implementation phase of their plan
- Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan
- 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
- Manage the technical setup and data entry for new retirement plans within internal systems
- Audit and process plan data, including census information, plan documents, prior compliance testing, and IRS forms
- Review plan adoption agreements and complete technical provision paperwork for various platform providers
- Coordinate with internal sales, document, and compliance teams to ensure all plan specifications are met
- Configure internal software and maintain accurate records of plan transitions
- Monitor implementation timelines and update internal tracking systems to ensure project milestones are hit
View Full Description & ApplyYou'll be redirected to the employer's site
