Retirement Operations Processor
- Employer
- Alerus Financial
- Location
- Albert Lea, Minnesota
- Salary
- Join our team!
Job Details
Job Function Number 1: Processing (90%)
- Track new business and current business enrollment forms
- Understand and be able to process all types of enrollments, including the more complex situations and account sets
- Process expected volume of all enrollment forms daily within quality and service standards
- Handle rush requests timely
- Audit form entry
- Research and respond to enrollment form issues in accordance to plan, procedures, and standards, collaborating with the assigned plan administrator or supervisor when necessary
- Prepare correspondence accurately and according to department procedures and standards
- Respond to and act on all e-mails/phone calls within 24 hours of receipt
Job Function Number 2: Documentation and Teamwork (10%)
- Maintain documentation of functions, checklists and procedures in R&R database
- Assist team members during busy times where needed
- Assist with special projects as assigned
Qualifications:
- Associates degree or equivalent combination of education and/or experience required
- Proven record of working in a fast paced environment while managing multiple tasks & deadlines
- Proficient PC skills including Microsoft Word and Excel
- Ability to work accurately with numbers, performing data entry and basic math calculations
- Effective written and oral communication skills
- Ability to effectively prioritize, manage, and complete multiple assignments and daily work load to meet deadlines
- Excellent problem-solving skills and high attention to detail with exceptional organizational skills
- Available to work flexible hours to cover peak workloads and to meet daily workload schedules
Personal Characteristics:
- Ability to adapt to a fast-paced, changing environment
- Ability to work independently using checklists and procedures with minimal work direction
- Ability to work in a team-oriented, collaborative environment
- Able to maintain a positive attitude working in a changing environment
- Ability to apply prior experience to a given situation and find resolution
- Ability to communicate effectively with clients and coworkers
- Reliable follow through without supervision
- Positive attitude and team motivator
Physical Demands: (must be met with or without a reasonable accommodation)
- Extended periods of time at a desk and using office equipment
- Ability to operate a personal computer/laptop for approximately 8 hours per day
- Extended time is spent reviewing documents, both actual papers or electronic
- The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision
- Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs
- Will spend most of time in an indoor environment
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Company
Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the career path that matches your abilities, interests, and goals.
What is the current company culture like?
While our footprint spans North Dakota, Minnesota, Arizona, New Hampshire, and Michigan, we still operate like a small company. In other words, every single person on our team matters. Our employees create our culture.
What skills, education, and experiences does your ideal candidate(s) have? Each position has their own specific requirements and qualifications. In addition to those, Alerus seeks people who live out our fundamental beliefs every day: do the right thing, cherish people, empower with knowledge, respect everyone, serve with passion, and embrace change.
How would you describe the company leadership/team management? Alerus has a diverse executive and leadership team. Each leader comes with a wealth of experience and knowledge within their field to help their teams succeed. Alerus leaders, including our C*Suite executives, maintain regular communication with employees on company updates and goals.
Where do you see the company/organization in the upcoming years? Alerus has bank and office locations in North Dakota, Minnesota, Michigan, New Hampshire and Arizona. While we continue to serve our clients in these states we also look to grow our national footprint to best serve clients wherever they may live.
What do you feel candidates need to know about the company before applying? Alerus is more than just a bank and offers many products for our clients including personal & business banking, mortgages, wealth management and retirement savings. We continue to grow and expand but still maintain and operate with a small business feel. We would not have continued success without our employees and all the hard work they do to serve our clients with passion.
See the current Alerus job openings below!
- Website
- https://alerus.com/
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