Nova 401(k) Associates

Payroll Specialist (Entry Level) Houston, TX Are you interested in working on the plans of the future? Are you looking for your next challenge? Are you excellent at communicating verbally and via email? Are you looking for a vibrant company in a stable industry? Overview of the Position: Administration Management Program (AMP) is looking to fill AMP Specialist positions in our Houston, TX office. AMP is a vibrant and growing national company. Although welcomed, industry experience is not necessary, and paid training will be provided. This position will be hybrid, following the probationary period. In this position, you will work with various record keeping and payroll platforms. You will provide support to the Account Managers in addition to administrative tasks and transactional processing. About Nova and AMP: AMP was formed by Nova 401(k) Associates and AFS (Administrative Fiduciary Services) to deliver a solution to group 402(a) and PEPs. Nova 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 career advancement opportunities for our professionals. What AMP Offers You: This position supports a great work-life balance with a 40-hour work week, generous PTO, and overtime pay. We offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA. Job Responsibilities: - Perform payroll file submission at various record-keepers - Perform force out and RMD determination and processing - Prepare annual and mid-year census files - Prepare notice packages and mailing coordination - Prepare contribution reconciliations - Confirm payment of various participant transactions - Assist with data entry for new plans - Assist with other projects as required - Perform Payroll and Distribution Review - Provide Account Manager Support Qualifications: - Bachelor’s degree - Excellent written and verbal communication skills - Excellent organizational skills - Ability to work in a team environment - Committed to lifelong learning - Flexibility, adaptability, and excellent multi-tasking skills - Prior work experience in an office setting a plus - Prior customer service experience a plus Compensation and Benefits: - Base Salary $55,000 - $60,000 - Salaried/non-exempt position; eligible for overtime - Medical, dental, disability, and life insurance - Paid time off - 401(k) with employer match Work Location/Hours: - Work hours: 40 hours per week - You may choose a start time between 7:30 am and 8:30 am - Must work at our Houston, TX office located at 10777 Northwest Freeway, Suite 440, Houston, TX

• Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. • Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews • Must be a champion for AFS values and policies • Assist in training staff members throughout the year • Resolve a minimum of 50% of service issues escalated by team members • Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation • Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events • Assist team members with annual client reviews • Maintain a caseload of about 50 clients • Provide design and consulting services to plans assigned to the team • Cultivate existing client relationships for plans assigned to the team • Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team

• Develop and document accounting procedures • Supervise, train, and mentor accounting team on all accounting functions • Monitor and ensure timely payment of invoices by staff • Review and perform general ledger account analysis and reconciliations (research and correct discrepancies as appropriate) • For primary smaller company, maintain books on a cash basis • For one smaller company, apply GAAP Principles to develop and maintain appropriate accounting accuracy and controls • Collaborate with technology department and management to automate accounting processes where feasible • Complete, in a timely manner, month-end and year-end financial statement close including journal entry preparation and balance sheet reconciliations • Work in a shared service model for several related companies • Work collaboratively with revenue/invoicing department • Work collaboratively with tax and compliance departments • Perform other related job duties as assigned • Champion company values, policies, and initiatives • Coordinate without accountants as necessary • Direct additional accounting department responsibilities such as: Property & casualty renewals, Worker’s Compensation audit, Property tax renditions, Processing 1099’s, Vendor Management policy and annual vendor reviews

• Own reconciliations across multiple entities and systems • Ensure alignment between billing, cash, and general ledger • Investigate and resolve discrepancies across systems • Maintain accurate general ledger and support month-end close • Perform cross-system reconciliations (accounting, billing, payroll, payments) • Monitor data integrity and troubleshoot system/data issues • Identify and resolve missing or misclassified transactions • Maintain balance sheet schedules and intercompany accounts • Review journal entries and support accounting workflows • Reconcile payroll, benefits, and related billing • Improve processes, controls, and documentation • Review work prepared by junior accountants • Collaborate with AR, tax, and other internal teams • Support audits, compliance reporting, and insurance renewals • Create and maintain written procedures

• Maintain client and advisor relationships with a high active client retention rate • Maintain a caseload of PEP and 402(a) solution clients • Manage and prioritize workload towards weekly goals in a results-oriented team environment • Exemplify superior client service and ability to consult with clients regarding plan operation and design • Work with other departments, record-keepers, and advisors to ensure a great client experience • Perform work according to AMP and Nova policies and procedures • Proactively communicate with clients and investment advisors about new industry developments

• Maintaining client and advisor relationships with a high client retention rate • Maintaining a caseload of about 90 – 110 full-service partner level clients • Managing and prioritizing workload towards weekly goals in a results-oriented team environment • Working with other TPAs, recordkeepers, and advisors to ensure a great client experience • Performing work according to AFS policies and procedures • Consulting with clients regarding plan operation and design • Identifying and assisting in resolving issues related to plan administration • Monitoring recordkeeper message boards • Monitoring notice deadlines and ensuring notices are distributed timely • Reviewing and approving participant transactions • Reviewing annual non-discrimination testing • Reviewing and electronically filing the Form 5500 and other government forms

• Maintain client and advisor relationships with a high active client retention rate • Maintain a caseload with approximately 50% split between ADP and Safe Harbor plans • Manage and prioritize your workload towards weekly goals in a results oriented team environment • Exemplify superior client service and the ability to consult with clients regarding plan operation and design • Work with other Nova departments, record-keepers, and advisors to ensure a great client experience • Document all client interactions in our workflow management system • Perform work according to Nova policies and procedures • Expand professional knowledge through seminars and self-study

• Maintain client and advisor relationships with a high active client retention rate • Maintain a caseload of MEP adopters, approximately 50% split between ADP and Safe Harbor plans • Manage and prioritize workload towards weekly goals in a results-oriented team environment • Exemplify superior client service and ability to consult with clients regarding plan operation and design • Work with other Nova departments, record-keepers, and advisors to ensure a great client experience • Document all client interactions in our workflow management system • Perform work according to Nova policies and procedures • Proactively communicate with MEP clients and investment advisors about new industry developments

• 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

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are hiring an Asset Transfer Specialist. The Asset Transfer Specialist manages the conversion process for employer-sponsored retirement plans. This role will oversee the transition of plan assets, participant data, and investment mapping. This role requires high-level project management to ensure the plan assets transfer timely and satisfies all statutory guidelines. - Assist plan sponsors with asset transfer process for plans conversions, acting as the primary liaison between the plan sponsor (employer), prior recordkeeper, new recordkeeper, and internal teams. - Execute asset transfers between recordkeepers and/or brokerage firms and ensure participant census data is accurately mapped from the prior provider's system to the new platform. - Review and draft required notices to comply with ERISA and IRS standards. - Coordinate the transfer timeline to ensure all deadlines are met to minimize disruption to the client. - Partner with investment advisors to facilitate fund-to-fund mapping, ensuring that assets are moved into the correct new investment vehicles upon arrival. - Identify and resolve systemic transfer-related issues at the plan level. - Provide assistance with other ongoing projects as needed, supporting the team and helping to ensure smooth operations. Qualifications - Bachelor’s degree - Excellent written and verbal communication skills and customer service skills - Ability to maintain confidential information - Superior organizational skills - Proficiency with MS Excel and MS Word - Flexibility, adaptability, and ability to multi-task - Clean background check - Strong project management and analytical skills with the ability to manage multiple large-scale plan migrations simultaneously Requirements - Base Salary $50,000-$65,000 - Hourly, 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, Monday-Friday