Banking :: Wealth :: Retirement
Retirement Implementation Coordinator
Location
Arizona + 2 moreAll locations: Arizona | North Dakota | Minnesota
Posted
6 hours ago
Salary
$25 - $30 / hour
Seniority
Senior
Job Description
Retirement Implementation Coordinator
Alerus
• 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.
Job Requirements
- 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.
Benefits
- 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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