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Inquisitive DC Account Manager

Nova 401(k) Associates

in Remote / Houston TX / Scottsdale AZ

Logo for Nova 401(k) Associates

Looking to broaden your plan knowledge?

Are you a 401(k) expert who enjoys learning something new each year? If you are ready for your next challenge, let’s talk about a defined contribution account manager position with a tax-exempt entity specialty. If you are thinking of how to differentiate yourself in the upcoming years, what better opportunity than to take your expertise to the next level? There are no tax-exempt entity pre-requisites. We have a team of experts ready to train you!

Overview of the Position:

Nova 401(k) Associates is looking to fill fully remote DC Account Manager positions. If you are located near one of our physical offices (currently Houston and Scottsdale), the position will allow you to work partly from home and partly from our office. We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!

We are in the process of transforming our Account Manager positions to focus more on client/advisor service. Our Account Manager positions are supported by a strong implementation group, plan document team, special projects team, loan and distribution department, and plan termination team. Our Account Managers are organized into teams that work toward firm goals. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.

About Nova:

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.

What Nova Offers You:

This position supports a great work-life balance and generous PTO. We also financially support professional designations and offer regular, recurring professional training. Of course, we also offer a competitive compensation package including medical insurance, dental insurance, vision insurance, disability insurance, life insurance, a 401(k) plan and an HSA.

What You Will Be Doing:

  • Maintaining and building client and advisor relationships with a high client retention rate
  • Maintaining a caseload of 401(k) plans and retirement plans sponsored by tax-exempt entities
  • Managing and prioritizing workload towards weekly goals in a results-oriented team environment
  • Exemplifying superior client service and the ability to consult with clients regarding plan operation and design
  • Working with other Nova departments, record-keepers and advisors to ensure a great client experience
  • Performing work according to Nova policies and procedures
  • Pro-actively communicating with clients and investment advisors about new industry developments
  • Reviewing and delivering required non-discrimination testing and government forms, including Form 5500

About You:

  • Five or more years of 401(k) plan administration experience
  • Excellent knowledge of preparing, reviewing, and delivering required non-discrimination testing and government forms, including Form 5500
  • Industry designation a plus
  • Four year college degree a plus
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking
  • Committed to lifelong learning and coaching

About the Process:

We manage the process through and respond to every inquiry through To make sure that you receive our emails, please make sure to white list and in your email and/or periodically check your junk email.

For remote work, all interviews are on the phone or via video interview – no travel is required!

We get it. We listen. We communicate.

How to Apply

Apply Now

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