Are you a pro at forging new connections and delivering top-notch client service? Do you thrive in the exciting phase of plan implementation, leaving routine administration to others? Is your communication game strong, whether it's through words or email? Are you yearning for the flexibility of remote work and the thrill of constant learning and growth?

If so, you're in for a treat! Our Implementation Specialist role is all about welcoming and guiding new clients, all while ensuring unparalleled service for clients and advisors alike. Backed by a dynamic sales team, a proficient plan document department, and a dedicated compliance crew, this position is your ticket to professional growth.

Welcome to our world! Nova 401(k) Associates is a flourishing national third-party administration firm with a reputation that speaks for itself. Our nationally acclaimed sales team ensures continuous growth and opens up a world of advancement opportunities for our valued professionals. Join us on this exciting journey!

Job Responsibilities:

• 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

Qualifications:

• Bachelor’s Degree and two or more years of 401(k) implementation/onboarding experience or five or more years of 401(k) implementation/onboarding experience
• 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 

Compensation and Benefits:

• Base Salary $55,000 - $73,000
• 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 USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 37.5-hour work week