Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

Plan Administrator

BlueStar Retirement Services Inc.
(Remote)

BlueStar Retirement Services Inc. logo

Enrolled Actuary

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

Client Success Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

Retirement Plan Administrator

Carpenter Morse Group Inc.
(Remote)

Carpenter Morse Group Inc. logo

Enrolled Actuary

SPS
(Remote / NJ / PA)

SPS logo

Customer Experience Specialist

AimPoint Pension
(Remote)

AimPoint Pension logo

Defined Contributions Consultant

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Defined Contribution Plan Administrator

PPS Pension Services
(Remote / Williamsville NY)

PPS Pension Services logo

Distribution Specialist

Carpenter Morse Group
(Remote / Longwood FL)

Carpenter Morse Group logo

Retirement Plan Consultant

Multnomah Group, Inc.
(CA)

Multnomah Group, Inc. logo

Saver Success Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

Retirement Plan Consultant

Cetera Retirement Plan Specialists
(Remote)

Cetera Retirement Plan Specialists logo

Non-Qualified Retirement Plan Administrator

The Hebets Company, NFP
(Remote / Phoenix AZ)

The Hebets Company, NFP logo

Sr Recordkeeping Specialist

BlueStar Retirement Services, Inc
(Remote)

BlueStar Retirement Services, Inc logo

DC Plan Administrator

Heritage Pension Advisors, Inc.
(Commack NY)

Heritage Pension Advisors, Inc. logo

Conversions Specialist

BlueStar Retirement Services, Inc.
(Remote)

BlueStar Retirement Services, Inc. logo

Implementation Specialist

Ubiquity Retirement + Savings
(Remote)

Ubiquity Retirement + Savings logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Retirement Implementation Coordinator

Alerus

in Remote

Logo for Alerus

Position Summary:

The primary responsibility of this position is to support the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Support all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline. Assist in communicating the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties. Assist in assigning and performing tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative. Deliver a positive customer experience for the plan sponsor and other external parties.

Job Function 1: Execution of New Client Onboarding - 50%

  • Participate in implementation project management calls and support other aspects of the client installation process as directed by Client Services Manager and other team members as appropriate.
  • Complete the Alerus “Know Your Customer” client identification process to minimize fraud exposure and other business risks.
  • Accurately document and timely record all steps in the new business process.
  • Prepare all required plan and participant documentation.
  • Create all plan forms and load all documents, forms, disclosures and other notices to Plan Gateway.
  • Work in conjunction with team members to prepare materials for enrollment meetings in a timely manner to ensure materials are available to be distributed prior to the scheduled meeting dates.
  • Input pertinent client and plan data into various internal systems.

Job Function 2: Train New Clients on Alerus Systems – 50%

  • Create and distribute system access and log-in instructions to external parties.
  • Provide an informational overview of the Alerus Retirement and Benefits (ARB) administrative website, Salesforce, to new clients, Advisors and Third Party Administrators (TPA’s).
  • Train new clients on submitting contributions through Contribution Gateway using the entry or upload methods.
  • Coordinate with new clients and the contribution team to establish a contribution structure prior to the scheduled training time.

Position Requirements:

Qualifications

  • Associate’s degree in Business, Finance, Accounting or related field or equivalent experience required.
  • Experience in defined contribution industry (recordkeeping or administration) preferred.
  • Experience supporting advisors, brokers, and third-party vendors preferred.
  • Proven ability to multi-task and prioritize workflow of self as an effective team member to meet deadlines and make effective decisions under pressure.
  • Demonstrated written/oral communication, presentation, and organization skills.
  • Exhibited commitment to delivering a high-level of client service.
  • Working knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook.

Personal Characteristics

  • Established interpersonal skills such as diplomacy, judgment, decision making, discretion, etc.
  • Exhibits an analytical approach to solving complex challenges while keeping both the client and the company’s needs in problem-solving.
  • Self-motivated, takes initiative, seeks creative solutions, and actively engages in all work responsibilities.
  • Disciplined, strong attention to detail, and well organized.
  • Considerate, approachable and professional when collaborating with internal and external parties.
  • Proactive in anticipating customer needs and adaptable to unforeseen changes typical of a fast-paced environment.

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.

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

How to Apply

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.