Plan Termination Specialist at Nova 401k Associates
Remote, Oregon, USA -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

65000.0

Posted On

19 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Email, Professional Development

Industry

Marketing/Advertising/Sales

Description

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
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 designatio
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