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Alerus logo
Alerus

Banking :: Wealth :: Retirement

Retirement Operations Implementation Specialist I

Implementation SpecialistCustomer SuccessFull TimeRemoteJuniorTeam 501-1,000Since 1879H1B No SponsorCompany SiteLinkedIn

Location

North Dakota + 1 moreAll locations: North Dakota | Minnesota

Posted

56 days ago

Salary

$25 - $30 / hour

Seniority

Junior

Bachelor Degree1 yr expEnglish

Job Description

Retirement Operations Implementation Specialist I

Alerus

• Responsible for accurate and timely plan and investments set-up on the recordkeeping system. • Work with team members to obtain plan detail in order to import and reconcile conversion data accurately and timely. • Responsible for review of work to ensure plan conversion is accurately implemented. • Responsible for appropriate escalation of conversion related issues and/or concerns. • Ensure employer reports and participant statements are accurate and delivered timely after completion of plan conversion. • Recognize and communicate special plan needs to permanent service team to ensure successful transition of the plan. • Understand how the recordkeeping and ancillary systems operate and report information to effectively setup and transition new plans. • Build subject matter expertise on retirement system processes and regulations. • Actively participate in meetings for the company, department, and team. • Gain experience and knowledge encompassing all systems and process that pertain to the position.

Job Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or equivalent related work experience.
  • One or more years of experience in basic defined contribution plan administration or daily-defined contribution plan implementation.
  • Familiarity with retirement and recordkeeping systems and recordkeeping operational functions.
  • Demonstrated ability to collaborate with employees and customers.
  • Ability to effectively interact with end users and business sponsors.
  • Efficient in Microsoft Excel including formulas, pivot tables, and functions.
  • Ability to effectively prioritize and manage multiple assignments.
  • Demonstrated problem-solving ability.
  • Proven record of working in a fast-paced environment while managing multiple tasks and deadlines.
  • Available to work flexible hours to meet daily schedules and cover peak workloads.
  • Ability to work independently while supporting a collaborative and team orientated environment.
  • Ability to communicate effectively with clients and coworkers.

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.

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