Asset Transfer Specialist at Nova 401(k) Associates

This role is ideal for a detail-oriented project manager with a background in financial services, specifically within the retirement plan industry. The ideal ca

Work type: remote

Location: Remote

Salary: $50,000 – $65,000/yr

Type: Full-time

This role is ideal for a detail-oriented project manager with a background in financial services, specifically within the retirement plan industry. The ideal candidate has experience handling sensitive data migrations and understands the mechanics of employer-sponsored plans (like 401ks). Since this is a mid-level position, you should be comfortable acting as the primary liaison between employers and financial institutions while navigating ERISA and IRS regulations. The standout feature of this position is the fully remote work arrangement, with the company providing all necessary computer equipment. While the role is non-exempt (hourly), it offers a stable 40-hour Monday-Friday schedule and a comprehensive benefits package, including a 401(k) match. It is a great fit for an analytical professional who enjoys high-level coordination without the need for constant travel. **You might be a good fit if you:** * Have experience with asset transfers, participant census data, or plan conversions. * Are highly proficient in MS Excel for data mapping and auditing. * Can manage multiple large-scale migrations simultaneously under tight deadlines. * Enjoy "puzzles" like fund-to-fund mapping and resolving systemic financial transfer issues.

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