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Tax-Exempt Account Manager - Remote

Posted 19 weeks ago
Finance / Legal
Full Time
USA
74000 - 95000/year

Overview

Nova 401(k) Associates is looking to fill fully remote DC Account Manager positions, focusing on client/advisor service with a supportive team environment.

In Short

  • Remote position with home office setup provided
  • Focus on maintaining and building client relationships
  • Manage a caseload of 401(k) plans
  • Exemplify superior client service
  • Work collaboratively with various teams
  • Proactive communication with clients and advisors
  • Review and deliver required testing and forms
  • Five or more years of 401(k) experience required
  • Competitive compensation and benefits offered
  • Work-life balance and generous PTO

Requirements

  • Five or more years of 401(k) plan administration experience
  • Excellent knowledge of non-discrimination testing and 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

Benefits

  • Base Salary $74,000 - $95,000
  • Medical, dental, disability, and life insurance
  • Paid time off
  • 401(k) plan with employer match

N.K.A

Nova 401(k) Associates

Nova 401(k) Associates is a leading provider of administrative fiduciary services specializing in retirement plan management. With a focus on delivering high-quality support for retirement plan distributions and loans, the company values attention to detail and a thorough understanding of ERISA and Internal Revenue Code regulations. Nova 401(k) Associates offers a fully remote work environment, promoting flexibility and work-life balance for its employees. The company is committed to professional development, encouraging staff to pursue certifications and providing opportunities for mentorship and training. Competitive compensation and comprehensive benefits, including medical, dental, and a 401(k) plan with employer match, reflect the company's dedication to its workforce.

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