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Implementation Specialist

Implementation Specialist

Nova 401(k) AssociatesChicago, IL, US
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divh2Implementation Specialist / h2pDo 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. / ppstrongJob Responsibilities : / strong / pulliProvide excellent client / advisor experience during the implementation phase of their plan / liliRequest and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals / liliAct as a liaison between clients, advisors, and platform providers during the implementation phase of the plan / liliReview plan adoption agreements and complete plan provision paperwork for the various platform providers / liliAssist clients with plan provision inquiries to ensure a basic understanding of plan operation / liliParticipate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines / liliSet-up internal systems, and load information into our compliance software / liliPerform work according to Nova policies and procedures / li / ulpstrongQualifications : / strong / pulliFive or more years of retirement plan implementation / onboarding experience / liliAbility to manage workload towards weekly goals in a results only environment / liliExcellent written and verbal communication skills / liliExcellent time management, organizational skills, and ability to multi-task / liliHigh level of critical thinking / liliCoachable and committed to professional development; industry credentials are an added bonus / li / ulpstrongCompensation and Benefits : / strong / pulliBase Salary $70,000-$85,000 / liliSalaried, non-exempt / liliMedical, dental, disability, and life insurance / liliPaid time off / lili401(k) plan with employer match / li / ulpstrongWork Location / Hours : / strong / pulliWork from home / liliMust work from USA and be authorized to work for any US employer / liliWe will supply all necessary computer equipment / lili40-hour work week / li / ulpstrongWe get it. We listen. We communicate. / strong / p / div

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Implementation Specialist • Chicago, IL, US