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Retirement Operations Implementation Specialist

Alerus

(Remote / AZ / CO / MI / MN / ND)

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES:  Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:
The Retirement Operations Implementation Specialist I is responsible for coordinating and handling the setup of new plans and investing transferred assets. They will maintain retirement and recordkeeping knowledge, ensure timelines are followed and effectively communicated, plans are setup accurately on all systems, special administrative needs are identified and outlined, and plans are successfully transitioned to the permanent servicing teams. The Retirement Operations Implementation Specialist I will maintain a client focus to deliver a superior internal and external client experience.

WHAT YOU'LL BE DOING:

• Responsible for accurate and timely plan and investments set-up on the recordkeeping system.
• Work with team members to obtain plan detail in order toto import and reconcile conversion data accurately and timely.
• Responsible for review of work to ensure plan conversion is accurately implemented.
• Responsible for appropriate escalation of conversion related issues and/or concerns.
• Ensure employer reports and participant statements are accurate and delivered timely after completion of plan conversion.
• Recognize and communicate special plan needs to permanent service team to ensure successful transition of the plan.
• Understand how the recordkeeping and ancillary systems operate and report information to effectively setup and transition new plans.
• Build subject matter expertise on retirement system processes and regulations.

WHAT YOU SHOULD HAVE:

• Bachelor’s degree in Accounting, Finance, Business, or equivalent related work experience.
• One or more years of experience in basic defined contribution plan administration or daily-defined contribution plan implementation.
• Familiarity with retirement and recordkeeping systems and recordkeeping operational functions.
• Demonstrated ability to collaborate with employees and customers.
• Ability to effectively interact with end users and business sponsors.
• Efficient in Microsoft Excel including formulas, pivot tables, and functions.
• Ability to effectively prioritize and manage multiple assignments.
• Demonstrated problem-solving ability.
• Proven record of working in a fast-paced environment while managing multiple tasks and deadlines.
• Available to work flexible hours to meet daily schedules and cover peak workloads.

WHAT WE BRING TO THE TABLE:

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE:

$22.00 - $27.00 per hour

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

How to Apply

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