Job Application for Implementation Specialist at Nova 401(k) Associates

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Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?

Our implementation specialist position focuses exclusively on on-boarding new clients while providing excellent client/advisor service. Our implementation specialist position is supported by a strong sales group, plan document team, and compliance department.

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 continuously and provide advancement opportunities for our professionals.

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 - $70,000
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
40 hour work week

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I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment. I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position. If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law. I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. *

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Implementation Specialist

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