Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?
Our implementation specialist for start-ups position focuses exclusively on onboarding new clients while providing excellent client/advisor service. Our implementation specialist position is supported by a strong sales group, back office, plan document team, and compliance department. 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. Job 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. Perform all administrative tasks in strict accordance with Nova policies and quality standards Qualifications: 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 Compensation and Benefits: Base Salary $55,000 - $70,000, based on experience Salaried, non-exempt Medical, dental, disability and life insurance Paid time off 401(k) Plan with Employer Match Work Location/Hours: Work from home Must work from the USA and be authorized to work for any US employer We will supply all necessary computer equipment 40-hour work week We get it.
We listen. We communicate. Click Here to review our Privacy Policy