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Account Representative

Nolan Financial

in Remote / Bethesda MD

Logo for Nolan Financial

Nolan Financial is a national leading financial services firm, focusing on executive benefits for the past 32 years.  Due to continued growth and expansion, Nolan Financial is currently seeking a full-time Account Representative, with key responsibilities of supporting assigned corporate clients.  Position has significant potential of advancement for the right candidate. Position may be located in any one of the following locations:  Bethesda, MD or Remote

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Key responsibilities include providing support for the daily administration of executive benefit plans and include, but are not limited to:

  • Format and load payroll withholding information to post to plan participant accounts.
  • Monitor and update plan participant information within internal systems via loader files and/or manual data entry.
  • Perform participant transaction audits and assist with quarterly statement and report reviews.
  • Assist with annual plan enrollments and client annual reviews.
  • Provide assistance to internal teams and management for tasks / projects as assigned.

QUALIFICATIONS and SKILLS

The successful candidate must be detail oriented with strong organizational skills, problem solving and analytical abilities.  He or she must be able to interpret financial information and draw valid conclusions.  Candidate should have excellent interpersonal skills and the ability to develop communication skills both via email and phone to effectively speak with human resource professionals and high-level corporate executives.  Experience with Microsoft Office programs is required with heavy use of MS Excel, MS Outlook and Adobe.  Candidate must be willing to learn new concepts in a fast-paced environment and have the ability to handle cyclical work pressures with professional demeanor. Must be a team player willing to participate and interact with other departments.

EDUCATION and/or EXPERIENCE

This position requires an undergraduate degree in finance or business-related field or the equivalent combination of education and related experience.  Experience with life insurance products, qualified retirement plans, or a non-qualified retirement plans is desirable, although not required.  

SALARY RANGE and BENEFITS

The position offers a competitive annual base salary that is commensurate with skills and experience, plus quarterly and annual bonus incentive potential.  Some of the benefits offered to our team members are health insurance, health savings accounts, 401(k) plan with employer match, life insurance, short term/long term disability and paid time off.

JOB LOCATION

Bethesda, MD or Remote

OTHER INFORMATION

Professional references will be required.  Credit and background check will also be required.  We are an equal opportunity employer.

How to Apply

Please submit your resume and cover letter with salary requirements via email to jobs@nolanfinancial.com


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