Alerus

Role Description The Information Technology Department provides technology tools and support to all employees of Alerus. As part of the IT Enterprise team, the Provisioning Specialist is responsible for provisioning users with the appropriate level of access to company software applications, systems, and equipment. This role requires strong technical knowledge of enterprise IT systems, access management practices, and end-user technology support. The Provisioning Specialist must be highly organized, detail-oriented, self-motivated, and able to prioritize multiple requests while working effectively both independently and within a team environment. - Create and maintain user credentials for applicable company software applications and systems. - Provision, modify, and remove user access in accordance with approved requests, established procedures, and employment status changes. - Document provisioning processes, access requirements, and application-specific procedures to support consistency and audit readiness. - Perform access termination activities upon notice of employment termination or role change. - Conduct routine reviews of user permissions, provisioning policies, and related procedures to validate adherence to standards. - Assist internal users and support teams with access-related issues and troubleshooting. - Provision computers with required software and validate that standard software images remain current. - Assist with hardware provisioning for new employees and role changes. - Support user acceptance testing for system enhancements, new product releases, and access-related changes as needed. - Thorough documentation of user provisioning process for all applications and systems. - Administration duties related to termination of company system access upon notice of employment termination. - Perform routine audits on user permissions, provisioning policies, and procedures to ensure adherence to said policies and procedures are met regarding new user provisioning and de-provisioning. - Assist support team with access related issues reported by internal users. Qualifications - Completion of a four-year IT or technical degree in system administration or a related field, or equivalent professional experience, required. - Strong technical knowledge of server operating systems, file share permissions, NTFS permissions, and user access rights. - Two or more years of experience performing server administration or user provisioning functions in a LAN/WAN environment preferred. - Experience performing access management and account provisioning duties in production and development technology environments preferred. - Ability to adapt to change in a fast-paced environment. - Flexibility with schedule as needed for system maintenance or business support needs. - Excellent written and verbal communication skills. - Strong interpersonal skills and a collaborative, team-oriented work style. - High level of self-motivation, organization, and attention to detail. - Ability to determine appropriate actions, prioritize work, and meet deadlines. - Familiarity with technology and access management best practices. Benefits - 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 or remote work environment. The employee is regularly required to sit for extended periods of time and use standard office equipment. The employee must occasionally lift or move equipment and materials up to 50 pounds.

• Assist sales team with design and communication of technical ERISA aspects of Cash Balance, Defined Benefit, and Defined Contribution plans • Produce and present projections for new business proposals based on input from prospects and sales consultants • Explain Defined Benefit and Cash Balance funding strategies, PBGC and non-PBGC plans, limits and minimums, plan adoptions, and any new legislation • Manage a book of existing and newly implemented clients, including data review, testing, valuation preparation, and required government and regulatory filings • Utilize analytical software to review employee census data, existing 401(k) and Profit Sharing plan documents, and ownership data to design a Defined Benefit, Cash Balance, and/or 401(k)/Profit Sharing plan that fulfills the client’s desires and objective while also complying with all the various limitations, coverage, and nondiscrimination testing requirements found in ERISA • Identify and implement changes and/or amendments needed to plan documents to address client needs and/or resolve client requests • Monitor receipt of client’s census information to prioritize completion of annual reporting requirements • Coordinate and assist administrators with timely completion of discrimination compliance testing • Provide input and guidance to colleagues assigned to administration for both a 401(k) and cash balance or defined benefit plan • Provide internal training to Alerus Sales and Administration Staff

• Will manage a team of Relationship Managers as they enhance existing retirement business relationships and develop new revenue-generating opportunities. • This position is a mentor and coach for ensuring retirement Relationship Managers deliver comprehensive financial guidance to Alerus retirement clients and serve as their trusted primary point of contact. • This involves leading, coordinating, and tracking the efforts of the Relationship Managers as they work with a team of product subject matter experts and support staff to ensure efficient use of resources in serving our client needs. • Will also manage their own portfolio of retirement relationships and generate new business opportunities. • Lead, mentor, coach, and manage the overall performance, development and recognition of the retirement business advisors individually and as a group. • Actively engage in developing career goals and paths for Retirement Relationship Managers. • Ensure the use of the CRM software for tracking opportunities, maintaining client communications and follow-up needs. • Effectively manage, analyze, and grow a portfolio of retirement plan clients to provide knowledgeable advanced solutions by delivering a high level of service, product expertise and support. • Serve retirement business clients' financial needs holistically across all Alerus solutions. • Proactively solicit new retirement business opportunities with existing clients through the plan review process. • Apply advanced investment knowledge including understanding of markets, basic economic data, asset classes, models, CIFS and target date funds. • Proactively employ/share technical knowledge of and experience with ERISA and retirement plan industry with clients and intermediaries while conducting regular plan, investment and service reviews. • Actively participate in strategic planning with the ARB leadership team to enhance processes, procedures and service models to achieve maximum efficiencies.

• Grow/Support the advisor relationship, point of contact for escalations, upsell goals, fund changes, fee negotiations, managing reporting and data feed requests • Non-fiduciary investment reviews, fee benchmarking and plan design discussions • Effectively manage, analyze, and retain a portfolio of business clients to provide knowledgeable advanced solutions by delivering a high level of financial product expertise and support • Maintain ongoing communication with client influencers/decision makers to understand their goals/objectives and identify service concerns • Proactively and consistently present Alerus value proposition • Apply advanced investment knowledge including understanding of markets, basic economic data, asset classes, models, CIFS and target date funds • Present technical knowledge of and experience with ERISA and retirement plan industry with clients and intermediaries while conducting regular plan, investment and service reviews • Act as the primary Advisor contact or Sponsor contact for direct plans • Travel to client locations for education as needed • Responsible for improving overall plan health through participant education and enrollment support

• Play a crucial role in supporting the client-facing team by delivering prompt, accurate, and thorough communication related to retirement plan administration and compliance. • Collaborate closely with internal teams to ensure accurate data handling and adherence to deadlines, helping to maintain the operational integrity of each retirement plan. • Partner with senior team members for peer reviews and may provide some peer review support to level I administrators.

• Process all types of distributions and loans, including lump sums, in-service withdrawals, QDROs, testing refunds, hardships, stock, installments, and Roth • Ensure daily processing of distributions and loan withdrawals meets quality and service standards • Monitor client-specific notes in the recordkeeping system affecting withdrawals and loans • Research and respond to distribution/loan issues according to plan procedures and standards • Update the ARB tracking system with the status of distribution and loan requests • Enter 1099R data for requested withdrawals • Process plan-to-plan transfer requests and loan refinancing requests • Calculate and verify vesting and forfeitures • Maintain documentation of functions, checklists, and procedures in the R&R database • Assist team members and handle special projects as needed

• Grow/Support the advisor relationship, point of contact for escalations, upsell goals, fund changes, fee negotiations, managing reporting and data feed requests, Non-fiduciary investment reviews, fee benchmarking and plan design discussions. • Effectively manage, analyze, and retain a portfolio of business clients to provide knowledgeable advanced solutions by delivering a high level of financial product expertise and support. • Maintain ongoing communication with client influencers/decision makers to understand their goals/objectives and identify service concerns. • Proactively and consistently present Alerus value proposition. • Proactively employ/share technical knowledge of and experience with ERISA and retirement plan industry with clients and intermediaries while conducting regular plan, investment and service reviews. • Will act as the primary Advisor contact or Sponsor contact for direct plans. • Assigned a book of plans, based on advisor relationship. • Responsible for helping to support and grow advisor relationships. • Proactively demonstrate ability to engage and interact with varying audience types including plan participants, plan sponsors, investment committees, and peer groups. • Review fee schedules and structure with clients. • For direct business, responsible for improving overall plan health through participant education and enrollment support and growing the client relationship with Alerus. • Handles all escalations and is responsible for client/advisor retention. • Will partner with internal stakeholders to research and resolve client issues.

• 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.

• Coach, mentor, and motivate staff to evaluate and take actions that follow established practice standards leading to a consistent service model. • Provide day-to-day support to a team of Compliance Administrators, including a team lead with whom you will collaborate to identify team priorities and distribute workload effectively. • Responsible for managing work volumes and monitoring overall team performance. • Engage with internal stakeholders as needed for project involvement or to address escalated issues. • Liaise directly with clients to resolve complex matters when necessary. • Assure progress is made toward achieving all major goals and objectives within timelines established by working with staff in executing the plans. • Actively engage in the success of Alerus Retirement and Benefits (ARB) and Alerus, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome. • Implement changes to standardize processes and procedures to enhance operational effectiveness and effective client delivery.

• 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.