76 applicants

Company

Alerus · 14 hours ago

Retirement Implementation Specialist

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

As the primary point of contact, partner with Alerus sales consultant to coordinate the new business 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.

Determine unique features, service definitions, and scope of service offerings agreed upon during the sales process and participate in presentations on key accounts when required.

Collaborate with stakeholders to find solutions for complex requests while maintaining consistency with established service offerings.

Request, collect, and review new plan documentation and agreements for all Alerus Retirement Plan segments including Direct, Advisor and TPA business.

Confirm investment menu with client, advisor, and fund wholesaler and review the fund selection to ensure availability, establishment of account, and trading information.

Resolve residual issues to ensure funds, share classes, trading activity and account setup is correct.

Provide clear communication regarding the roles of each individual involved in the implementation process.

Properly document key discussions and decisions related to plan setup and onboarding.

Coordinate, schedule and facilitate meetings with internal and external parties throughout implementation process including but not limited to document design, payroll and website training, data and asset transition, etc.

Provide updates to internal tracking tools. Communicate with internal and external parties to proactively identify and manage implementation expectations, needs, and concerns. Follow up promptly on potential timeline slippage.

Manage and coordinate preparation and delivery of education materials, participant mailings, required notices and enrollment meeting dates with external and internal parties.

Discuss and finalize the collection process for internal and external fees with advisor/client.

Review all internal systems for accuracy and timely completion.

Understand breadth of product offering and features of each. Discuss options with appropriate parties as opportunities arise.

Calculate, document, and updated expected ongoing revenue.

Facilitate transition calls with internal and external parties to on-going service team.

Demonstrate advanced understanding of how the recordkeeping, trust systems and sponsor & participant websites operate and report information. Maintain current knowledge about system enhancements.

Deliver training and support to Alerus staff including sales, relationship management, compliance, operations, and administration.

Update materials, procedures, instructions etc. Distribute to staff as required.

Foster a positive work environment and support co-workers in achievement of departmental goals.

Establish work objectives and priorities to perform work in a cost-effective manner.

Proactively recommend changes in procedures, forms, and checklists to reduce account errors, increase productivity, or improve the client experience.

Qualification

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Defined contribution experienceRecordkeeping experienceMicrosoft OfficeBusiness degreeFinance degreeAccounting degreeClient onboarding experienceProject management experienceAdvisor support experienceBroker support experienceThird-party vendor supportClient service

Required

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.

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.

Advanced knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook.

Available to cover peak workloads.

Ability to travel on occasion.