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Nova 401(k) Associates

We get it. We listen. We communicate.

Implementation Specialist

Implementation SpecialistCustomer SuccessFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

$55K - $70K / year

Bachelor DegreeEnglish

Job Description

• Provide excellent client/advisor experience during the implementation phase of their plan • Request and coordinate collection of data such as census information, plan documents, prior compliance testing and IRS forms from clients and outside professionals • Act as a liaison between clients, advisors and platform providers during the implementation phase of the plan • Review plan adoption agreements and complete plan provision paperwork for the various platform providers • 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 • Set-up internal systems and load information into our compliance software • Perform work according to Nova policies and procedures

Job Requirements

  • Bachelor’s degree
  • 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
  • Coachable and committed to professional development

Benefits

  • Medical, dental, disability and life insurance
  • Paid time off
  • 401(k) Plan with Employer Match

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We get it. We listen. We communicate.

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