Looking for your next challenge? Do you currently supervise or manage a team of 401(k) plan loan and/or distribution processors? Are you excellent at resolving escalated issues and achieving team goals?

Nova 401(k) Associates is looking to fill a Distribution Assistant Team Leader position in our Houston, TX office. The distribution team is responsible for processing 401(k) plan loans and distributions for a large volume of clients as well as maintaining an excellent level of customer service.

Nova 401(k) Associates is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow in excess of 20% per year.

Job Responsibilities:

• Assist in the management of 10-11 staff members
• Champion Nova 401(k) Associates values and policies.
• Insure client and participant satisfaction through the loan and distribution process
• Assist in managing the team to meet Nova’s performance metrics
• Monitor team productivity through daily report generation
• Assist with preparation of team daily workflow agenda
• Assist in training and mentoring of junior staff members throughout the year.
• Perform escalated reviews for work product prepared by your team members.
• Keep current with new regulations and proposed legislation as well as an awareness of proposed legislation surrounding loans and distributions.
• Assist with Nova client/broker educational seminars, webinars, or special Nova events.
• Assist team members with annual client review meetings.
• Communicate with participants, principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to your team throughout the loan and distribution process.

Qualifications:

• 5 or more years of supervisory or management experience, including minimum 5 years experience with loan and distribution processing
• Ability to manage workload towards daily goals
• Excellent written and verbal communication skills
• Superior organizational skills
• High level of critical thinking
• Committed to lifelong learning and coachable
• NIPA or ASPPA credentials
• College degree

We get it. We listen. We communicate.