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Retirement Contribution Specialist

Alerus Financial

in Arden Hills MN

Alerus Financial

Our growing organization is seeking talented professionals who are in search of a challenging and rewarding work environment! We are currently hiring a Retirement Contribution Specialist in our Arden Hills, MN office responsible for posting and balancing all funding received between and within the recordkeeping and trust systems. This position is also responsible following up on outstanding cash or reconciling items, ACH set up, requesting ACH funding and verification.

JOB FUNCTION NUMBER 1: Money-in posting, balancing, reconciling and follow up (85%)

  • Responsible for researching and posting all incoming funds for our core account. This includes accurate plan research and depositing all incoming checks. Upon wire and ACH Credit notification, timely posting to our recordkeeping system. 
  • Responsible for ACH pull set up, verification and timely submission for debit.
  • Responsible for balancing our internal system to money posted, ensuring accurate entry across all funding types. Ensure processing team has accurate notification for funds received for pending detail.
  • Responsible for following up with clients and researching as appropriate prior to contacting clients. This includes any outstanding funding without matching detail. In addition, following up on any detail without matching funding. Maintain accurate follow up documentation and standards for timing of follow up, escalate as needed. Accurate resolution of all outstanding items is necessary. 
  • Answer incoming questions regarding contributions from Plan Sponsors and internal staff, including those received through the group email.
  • Responsible for processing level appropriate corrections and transactions timely and accurately.
  • Responsible for noting trends or issues with processing or specific clients. Inform management of any potential issues.
  • Assist in client feedback efforts and help identify and resolve current service deficiencies, as well as meet long-term client needs. If needed, bring to attention to manager.
  • Responsible for maintaining knowledge of assigned back up tasks including updating current process when necessary. 
  • Assist other levels when needed to ensure and maintain standards are consistently met.

JOB FUNCTION NUMBER 2: GENERALIST (10%) 

  • Responsible for working with administrators to resolve client issues, including missing funding or detail. Offering solutions in order to satisfy our clients. Implementing process/procedure changes when needed.
  • Updating and creating procedures and notes when changes occur or new processes are implemented.
  • Must work with limited supervision, act in best interest of Alerus and with respect to regulations. 
  • Understand and have ability to communicate the operational features of OmniPlus and other ancillary systems used in processing. 
  • Provide professional, accurate and clear communication, both to internal staff and external clients.
  • Handle exchange of information confidently and independently.
  • Develop and maintain positive working relationships and open lines of communication with internal and external clients. 
  • Will be a role model and motivator for the contribution team. 
  • Assist with special projects, system updates and enhancements including testing and implementation.

JOB FUNCTION NUMBER 3: Technical and Professional Development (5%)

  • Attend and participate in department training programs and meetings.
  • Develop proficiency on systems including OmniPlus, ARB Tracking, Microsoft Word and Excel in order to accurately and efficiently complete daily activities.
  • Identify personal training needs.
  • Increase personal knowledge and expertise in plan regulation and administration.
  • Must be able to explain the contribution system/process from start to finish and have a good understanding to how contribution part plays into the other ARB functions.

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 www.alerus.com/about-us/careers/employment. Go to “View Jobs” and then select the position titled “Retirement Contribution Supervisor”.

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 263 times. It expires on 6/9/2018.

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