IRA Specialist Intern
About the job
- No prior experience is required.
- Knowledge of modern office procedures and methods, including telephone communications, office systems, and record keeping.
- Working knowledge of, or ability to quickly grasp, rollover individual retirement accounts and trust company functions.
- Knowledge of modern business communication, including the style and format of letters, emails, memoranda, minutes, and reports.
- Ability to use a personal computer and proficiency in Microsoft Excel, Microsoft Word, and Microsoft Outlook.
- Ability to establish priorities, work independently, and proceed with objectives without supervision.
- Ability to handle and resolve recurring problems.
- Organizational and prioritization skills.
- Flexibility, adaptability, and ability to multitask.
- Prepare distribution packages for account holders.
- Update account holders, third-party administrator partners, management, and plan sponsors as necessary on requests and progress.
- Establish working relationships with vendors and plan sponsors to ensure open and accurate communication.
- Answer phone calls and emails from individual retirement account holders.
- Perform other related duties as required.
- Bilingual speaking is a plus.
About the company
Nova 401(k) Associates provides third-party administration for 401(k) retirement plans and actuarial services for defined benefit and cash balance plans. Their services help businesses manage their retirement plans by handling administrative tasks and offering actuarial analysis so plans stay compliant and funded. How it works: a team of account managers listens to a client’s business goals, asks the right questions, and then offers practical, easy-to-understand guidance to design and run a 401(k) plan efficiently, avoiding information overload and unnecessary costs. How it is different from competitors: it focuses on understanding each client’s business, communicates in clear terms, and delivers actionable solutions instead of theoretical advice. The company’s goal is to help clients run successful retirement plans with less hassle, providing the knowledge and resources needed to make informed decisions.
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
Houston, Texas
Founded
2000
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Simplify's Take
What believers are saying
- August 2026 hiring pages show active demand for associate, analyst, and manager roles.
- Free webinars and plan-document resources deepen advisor relationships and lower acquisition costs.
- Remote and hybrid openings widen recruiting, supporting growth without proportional office expansion.
What critics are saying
- Form 5500 and census work creates error risk, and one mistake triggers client flight.
- Heavy reliance on account managers means staffing gaps damage service quality within quarters.
- PEP and automated retirement platforms pressure Nova's manual TPA model toward commoditization.
What makes Nova 401(k) Associates unique
- Nova serves 10,000+ retirement plans with $14B assets, spanning 401(k), 403(b), and defined benefit.
- It sells customized plan design plus compliance, not generic software, for advisors and business owners.
- Houston hiring and paid exam support create a credentialed, service-heavy bench moat.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Paid Vacation
- 401(k) Plan
- HSA
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
- Health Insurance