Found Description
Responsibilities
- Maintain and build client and advisor relationships with a high client retention rate
- Maintain a caseload of 401(k) plans and retirement plans sponsored by tax‑exempt entities
- Manage and prioritize workload towards weekly goals in a results‑oriented team environment
- Exemplify superior client service and the ability to consult with clients regarding plan operation and design
- Work with other Nova departments, record‑keepers, and advisors to ensure a great client experience
- Perform work according to Nova policies and procedures
- Pro‑actively communicate with clients and investment advisors about new industry developments
- Review and deliver required non‑discrimination testing and government forms, including Form 5500
Requirements
- Five or more years of 401(k) plan administration experience
- Excellent knowledge of preparing, reviewing, and deliv...