Retirement Implementation Specialist

🕒 May 15

🌵 Arizona, North Dakota, +1 more states – Remote

🌵 Arizona – Remote 🌾 North Dakota – Remote ❄️ Minnesota – Remote

💵 $55k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛠️ Implementation Specialist

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Alerus

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1879

🏦 Banking

💸 Finance

Banking • Finance

Alerus is a regional bank and financial services company that provides a full range of personal, business, and wealth management products. It offers retail banking (checking, savings, CDs), digital banking, mortgages and personal loans, business banking and commercial lending (including commercial real estate, SBA, and equipment financing), treasury and merchant services, retirement plan administration, investment advisory, trust and fiduciary services, and insurance offerings. Alerus emphasizes personalized financial guidance, local branches and ATMs, and guarantees such as a mortgage closing guarantee to support customers' home-buying and financial goals.

📋 Description

• The Retirement Implementation Specialist is responsible for leading the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. • Manage all elements of the onboarding process by leading internal departments and external parties through an established implementation timeline. • Communicate the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties. • Assign and perform 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 while continually seeking ways to enhance the new client implementation process. • Schedule and facilitate implementation calls with client, advisor, TPA, prior vendor(s) and Alerus team members to define the implementation timeline including a blackout period, key milestones, and plan effective date. • Collaborate with stakeholders to find solutions for complex requests while maintaining consistency with established service offerings. • Properly document key discussions and decisions related to plan setup and onboarding. • Provide updates to internal tracking tools and proactively identify and manage implementation expectations, needs, and concerns.

🎯 Requirements

• Associate’s degree in Business, Finance, Accounting or related field or equivalent experience required. • Minimum of 3 years of experience in defined contribution industry, preferably in recordkeeping or administration, required. • Previous experience with new client onboarding and/or project management preferred. • Previous experience supporting advisors, brokers, and third-party vendors preferred. • Proven ability to multi-task, prioritize workflow of self and others and coordinate activity 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. • Proficient knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook. • Available to cover peak workloads. • Ability to travel on occasion. • 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.

🏖️ Benefits

• 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.