Plan Termination Specialist

Are you looking for a new role where you can explore a specialized industry? Are you excellent at communicating over the phone, on video, and via email? Are you results-driven? If so, working on 401(k) plan compliance and administration at Nova 401(k) Associates may be the career path for you.

Nova 401(k) Associates is looking to fill a fully remote position within our plan terminations department. This role is perfect for you if you are a problem-solver who enjoys communicating with customers. Although welcome, industry experience is not necessary, and paid training will be provided.

Nova 401(k) Associates is a rapidly growing national third-party administration firm providing administrative services to companies sponsoring 401(k), pension, and other qualified retirement plans. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.
 

 Job Responsibilities:

• Manage and prioritize workload towards weekly goals in a results-oriented team environment
• Develop a working knowledge of qualified retirement plan termination procedures
• Answer questions over the phone or via email
• Work with clients who are terminating their 401(k) plan
• Coordinate with retirement partners to ensure a smooth and timely plan termination
• Perform other related duties as required
• Work towards obtaining an industry designation

Qualifications:

• Bachelor’s degree
• Self-motivated and disciplined
• Excellent written and verbal communication skills
• Excellent organizational skills
• Ability to work in a team environment
• Flexibility, adaptability, and excellent multi-tasking skills
• Prior customer service experience a plus
• Coachable and committed to professional development
• Comfortable with communicating with clients and advisors in a variety of media including: Microsoft Teams Meetings, conference calls, one-on-one phone calls, and email

Compensation and Benefits:

• Salary Range - $55,000 - $65,000 (depending on experience, education, and skills)
• Medical, dental, disability, and life insurance
• Short-term and long-term disability insurance
• 401(k) 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

                                             We get it. We listen. We communicate.

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