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Retirement Implementation Coordinator

Employer
Alerus Financial
Location
Albert Lea, Minnesota
Salary
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Industry
General
Role
Manager
Job Type
Long-Term
Hours
Full Time

Job Details

Position Summary:

The primary responsibility of this position is to support the on-boarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Support all elements of the on-boarding process by assisting internal departments and external parties through an established implementation timeline. Assist in communicating the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties. Assist in assigning and performing tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative. Deliver a positive customer experience for the plan sponsor and other external parties.

Essential Responsibilities:

Job Function Number 1: Execution of New Client Onboarding - 50%
  • Participate in implementation project management calls and support other aspects of the client installation process as directed by Client Services Manager and other team members as appropriate.
  • Complete the Alerus "Know Your Customer" client identification process to minimize fraud exposure and other business risks.
  • Accurately document and timely record all steps in the new business process.
  • Prepare all required plan and participant documentation.
  • Create all plan forms and load all documents, forms, disclosures and other notices to Plan Gateway.
  • Work in conjunction with team members to prepare materials for enrollment meetings in a timely manner to ensure materials are available to be distributed prior to the scheduled meeting dates.
  • Input pertinent client and plan data into various internal systems.

Job Function Number 2: Train New Clients on Alerus Systems - 50%
  • Create and distribute system access and log-in instructions to external parties.
  • Provide an informational overview of the Alerus Retirement and Benefits (ARB) administrative website, Plan Gateway, to new clients, Advisors and Third Party Administrators (TPA's).
  • Train new clients on submitting contributions through Contribution Gateway using the entry or upload methods.
  • Coordinate with new clients and the contribution team to establish a contribution structure prior to the scheduled training time.

Position Requirements:

Qualifications:
  • Associate's degree in Business, Finance, Accounting or related field or equivalent experience required.
  • Experience in defined contribution industry (recordkeeping or administration) preferred.
  • Experience supporting advisors, brokers, and third-party vendors preferred.
  • Proven ability to multi-task and prioritize workflow of self as an effective team member to meet deadlines and make effective decisions under pressure.
  • Demonstrated written/oral communication, presentation, and organization skills.
  • Exhibited commitment to delivering a high-level of client service.
  • Working knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook.

Personal Characteristics:
  • Established interpersonal skills such as diplomacy, judgment, decision making, discretion, etc.
  • Exhibits an analytical approach to solving complex challenges while keeping both the client and the company's needs in problem-solving.
  • Self-motivated, takes initiative, seeks creative solutions, and actively engages in all work responsibilities.
  • Disciplined, strong attention to detail, and well organized.
  • Considerate, approachable and professional when collaborating with internal and external parties.
  • Proactive in anticipating customer needs and adaptable to unforeseen changes typical of a fast-paced environment.

Physical Demands: (must be met with or without a reasonable accommodation)
  • Extended periods of time sitting 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 physical and electronic documents.
  • 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!

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