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Retirement Account Analyst, Senior

Employer
Alerus Financial
Location
Grand Forks, North Dakota
Salary
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Job Details

Position Summary:

Responsible for client service support, assisting the retirement account administrators in the preparation of compliance tests and assisting in reconciling and preparing Form 5500 filings.

Essential Responsibilities:

Job Function 1: Client Service - 40%
  • Provide backup to administrators for plan sponsor telephone calls, emails and other requests.
  • Timely response to internal and external inquiries.
  • Keep managers and administrators informed of sensitive client issues and special client projects.
  • Proactively work to retain clients and assets.
  • Assist in client feedback efforts and help identify and resolve client service issues, as well as meet long-term client needs.

Job Function 2: Support to Compliance and Form 5500 Reporting - 40%
  • Evaluate the integrity of the census data provided by clients and resolve discrepancies accurately.
  • Ensure year-end census information is accurately imported into appropriate systems.
  • Possess the necessary skills to independently import more complex census information files.
  • Work with Manager/Supervisor as needed to resolve technical issues.
  • Help prepare Form 5500 filings, reconciliation and Summary Annual Report for administrator's review.

Job Function 3: Leadership and Engagement - 20%
  • Actively engage in the success of Alerus Retirement and Benefits (ARB) and Alerus, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
  • Participate in meetings for the company, department and administration unit.
  • Provide backup to other analysts and within the plan services unit.
  • Provide direction to less experienced analysts.
  • Foster a positive work environment and support co-workers in achievement of departmental goals.
  • Demonstrate leadership qualities on a consistent basis.
  • Treat all co-workers with professionalism.
  • Actively supports the use of Salesforce by documenting pertinent conversations and emails with clients and others as applicable.
  • Recognize and celebrate individual and team accomplishments.

Position Requirements:

Qualifications:
  • 3+ years experience in defined contribution industry, preferable in recordkeeping or administration.
    Excellent knowledge of Excel and Word.
  • Advanced knowledge of Omni.
  • Good written/oral communications, organization and client services skills required.
  • Ability to work independently, set priorities and meet deadlines.
  • Available to work overtime to cover peak work loads and other business needs.

Personal Characteristics:
  • Demonstrated relational skills such as diplomacy, judgment, decision making and discretion.
  • Initiative, creativity and energetic active engagement in all work responsibilities.
  • Ability to multi-task, prioritize workflow of self and others and coordinate activity as an effective team member to meet deadlines and make effective decisions under pressure.
  • Established communication, presentation and organizational skills.
  • Demonstrated professional business skills and demeanor.
  • Demonstrated problem solving abilities.

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.

This Job Description identifies the major responsibilities of this job. It does not include all aspects of the position, such as the potential additional duties assigned by the Manager, the requirement for flexibility in helping others, or the highly valued team-oriented approach used for the overall benefit and success of Alerus Financial.

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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