Defined Contribution Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Sustain strong relationships with clients and advisors, ensuring a high retention rate among active clients.

• Manage a portfolio of PEP and 402(a) solution clients.

• Organize and prioritize daily tasks to meet weekly objectives within a results-driven team setting.

• Deliver exceptional client service while advising clients on plan operations and design.

• Collaborate with various departments, record-keepers, and advisors to enhance the overall client experience.

• Conduct work in accordance with AMP and Nova's policies and procedures.

• Engage in proactive communication with clients and investment advisors regarding emerging industry trends.

• Take part in weekly team meetings to discuss upcoming deadlines and industry updates.

⛳️ Requirements

• At least 5 years of experience in 401(k) plan administration and/or a minimum of 5 years in consulting on 401(k) plan administration.

• Experience with pricing and billing is advantageous.

• Knowledge of PEP, 402(a), and/or 3(16) service models and providers is a plus.

• Strong understanding of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing.

• Possession of NIPA or ASPPA credentials.

• A college degree is required.

• Outstanding written and verbal communication skills.

• Excellent organizational abilities.

• High level of critical thinking capabilities.

• Proficient multitasking skills.

• Commitment to ongoing education and a coachable attitude.

• Experience with 402(a), 3(16), or Pooled Employer Plans is a plus; training will be provided for qualified individuals.

• Must reside in the USA and be authorized to work for any US employer.

• Ability to work a 37.5-hour work week.

• Flexible start time between 7:30 am and 8:30 am.

🏝️ Benefits

• Home office setup, which includes a computer and a phone.

• 37.5-hour work week.

• Generous paid time off (PTO).

• Overtime compensation.

• Financial assistance for obtaining professional designations.

• Regular and recurring professional development training.

• Medical insurance coverage.

• Dental insurance coverage.

• Disability insurance.

• Life insurance coverage.

• 401(k) plan with employer matching contributions.

• Health Savings Account (HSA).

• Competitive salary package.