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Retirement Account Analyst

Alerus Financial

in Albert Lea MN

Our growing organization is seeking talented professionals who are in search of a challenging and rewarding work environment! We are currently hiring a Retirement Account Analyst in our Albert Lea, MN office to be 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.

JOB FUNCTION NUMBER 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 NUMBER 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.
  • Work with Manager / Supervisor to resolve technical issues.
  • Help prepare Form 5500 filings, reconciliations and Summary Annual Report for administrator’s review.

JOB FUNCTION NUMBER 3: Leadership and Engagement – 20%

  • Actively engage in the success of 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.
  • Foster a positive work environment and support co-workers in achievement of departmental goals.
  • Treat all co-workers with professionalism.
  • Actively supports the use of Client Gateway by documenting pertinent conversations and emails with clients and others as applicable.
  • Recognize and celebrate individual and team accomplishments.

Alerus offers a challenging and rewarding work environment as well as competitive compensation and a comprehensive benefits package which includes health, dental, vision, paid time off & holidays, retirement benefits, and more!

Alerus is a customer-driven financial services company unlike any other. We are an independent, multibillion-dollar financial services organization serving customers across the country and around the world. We offer a broad array of banking and wealth management products and services. Our knowledgeable staff assists our customers in identifying and attaining their financial goals.

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

How to Apply

For more information regarding the responsibilities and qualifications for this opportunity or to apply, visit our website at

Go to “View Jobs” and then select the position titled “Retirement Account Analyst”.  Refer to ID 18-0029 when applying.

We look forward to reviewing your application and thank you for your interest in Alerus Financial!

Visit our web site.

This ad has been viewed 462 times. It expires on 4/28/2018.

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