Retirement Implementation Specialist

🕒 vor 1 Monat

🌵 Arizona, North Dakota, +1 weitere Bundesländer – Remote

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

💵 $55.000 - $70.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🛠️ Implementierungsspezialist

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Alerus

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 1879

🏦 Bankwesen

💸 Finanzen

Banking • Finance

Alerus ist eine regionale Bank und ein Finanzdienstleistungsunternehmen, das eine vollständige Palette an Produkten für Privat-, Geschäfts- und Vermögensverwaltung anbietet. Es bietet Privatkundenbanking (Girokonten, Sparbücher, CDs), digitales Banking, Hypotheken und Privatkredite, Geschäftskundenbanking und Firmenfinanzierung (einschließlich Gewerbeimmobilien, SBA- und Gerätefinanzierung), Treasury- und Händlerdienstleistungen, Verwaltung von Altersvorsorgeplänen, Anlageberatung, Treuhand- und Treuhanddienste sowie Versicherungsangebote. Alerus legt Wert auf persönliche Finanzberatung, lokale Filialen und Geldautomaten und bietet Garantien wie eine Hypothekenabschlussgarantie, um die Immobilienkauf- und Finanzziele der Kunden zu unterstützen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.