[Remote] reputed company Implementation Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company and growing national reputed company party, non-producing administration firm. The Implementation Account Manager position focuses exclusively on reputed company new clients while providing excellent reputed company and advisor service, supported by a strong sales group and compliance department.
Responsibilities
- reputed company excellent reputed company/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 reputed company professionals
- reputed company as a reputed company 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
- reputed company work according to Nova policies and procedures
Skills
- Five or more years of retirement plan implementation/reputed company experience
- Ability to manage workload towards weekly goals in a results oriented team 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 reputed company development
- Industry credentials are an added bonus
Benefits
- Medical, dental, disability, and life insurance
- reputed company time off
- 401(k) plan with employer match
- Work from home
- We will supply reputed company necessary computer equipment
reputed company