Retirement Implementation Coordinator

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.


CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus


ABOUT THE ROLE:


The Retirement Implementation Coordinator supports the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Leading the payroll setup and training process, supporting all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline, assisting in communicating the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties, assisting in assigning and performing tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative while deliver a positive customer experience for the plan sponsor and other external parties and ensuring timely contribution submission.


WHAT YOU'LL BE DOING:

• Lead the client through the payroll set up process, incorporating integration where applicable, ensuring strong communication, setting clear expectations and managing timely contribution processing during the onboarding process.
• 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.
• 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.
• 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.

WHAT YOU SHOULD HAVE:

• Associate's degree in business, finance, accounting or related field or equivalent experience.
• Experience in defined contribution industry (recordkeeping or administration) preferred.
• Experience supporting advisors, brokers, and third-party vendors preferred.
• 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.
• 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.

WHAT WE BRING TO THE TABLE:

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• 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.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.


BASE PAY RANGE:


$25 - $30 per hour


The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.


Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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