Education Consultant
- Employer
- Alerus Financial
- Location
- Bedford, New Hampshire
- Salary
- Join our team!
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- Industry
- Education
- Role
- Business Analyst
- Job Type
- Long-Term
- Hours
- Full Time
Job Details
Operates as part of the client relationship management team to service ARB defined contribution clients. Conducts participant enrollment and education meetings for assigned client group. Provides retirement plan consultation to plan participants on an individual basis. Processes rollovers for participants from assigned plans.
ESSENTIAL RESPONSIBILITIES:
JOB FUNCTION NUMBER 1: Client Service - 75%
- Conducts participant enrollment and education meetings for assigned client group. Prepares presentation materials, is familiar with mutual fund performance, and knowledgeable of defined contribution industry.
- Conducts one-on-one individual retirement planning meetings with plan participants.
- Acts as part of a client relationship team to deliver retirement plan services to ARB clients.
- Maintains excellent and timely communication among all involved members of service team.
- Collaborates with Relationship Manager to create, present and execute plan specific education plan for large clients.
JOB FUNCTION NUMBER 2: Materials and Curriculum Development - 25%
- Works with ARB education team to develop and improve education materials for plan sponsors and participants.
QUALIFICATIONS:
- Bachelor's Degree in Finance, Economics, Accounting, Business Administration or related field, or an equivalent combination of education and experience.
- Minimum of two to three years of related experience in retirement plans in the financial services industry.
- Knowledge of ERISA and other relevant laws and regulations related to the retirement plan industry.
- Knowledge of investments and corresponding investment publications and standards.
- Presentation skills, as well as experience with word-processing and presentation software applications such as Microsoft Word and MS Power Point.
- Experience using webinar tools to deliver group education meetings.
PERSONAL CHARACTERISTICS:
- Demonstrated knowledge of investments and defined contribution plan administration.
- Excellent oral and written communication skills; ability to effectively communicate to present information to clients in one-on-one and group settings.
- Ability to define problems collects data, establish facts, and draw valid conclusions.
- Ability to read, and analyze, and interpret technical journals, financial reports, and legal documents.
- Ability to pay attention to detail.
- Competency in computer word processing and presentation software applications.
- Ability to prioritize and coordinate workflow in a multi-task environment in order to meet deadlines.
- Strong interpersonal skills such as leadership, diplomacy, judgment, decision making, discretion etc.
PHYSICAL DEMANDS: (MUST BE MET WITH OR WITHOUT A REASONABLE ACCOMMODATION)
- While performing the duties of this job, the employee is regularly required to talk or hear.
- Ability to operate a personal computer/laptop for approximately 8 hours per day.
- 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.
- The employee will be required to travel distances, both by air and by car. Position requires significant nationwide travel.
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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