Retirement Implementation Specialist

1 month ago

Minnesota, United States Alerus Financial Full time
Position Summary:
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. Managing all elements of the onboarding process by leading internal departments and external parties through an established implementation timeline.

Essential Responsibilities:
Job Function 1: Coordination of New Client Onboarding - 40%
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.
Job Function 2: Execution of New Client Onboarding - 40%
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.
Job Function 3: Implementation Process Improvement & Training - 20%
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.
Position Requirements:
Qualifications:
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.Previous experience with new client onboarding and/or project management preferred.Previous experience supporting advisors, brokers, and third-party vendors preferred.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.
Personal Characteristics:
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.
Physical Demands - Must be met with or without a reasonable accommodation:
Extended periods of time sitting at a desk and using office equipment.Ability to operate a personal computer/laptop for approximately 8 hours per day.Extended time is spent reviewing physical and electronic documents.The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.Will spend most of time in an indoor environment.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

  • Retirement Contribution Analyst

    1 month ago

    Minnesota, United States Alerus Financial Full time

    Position Summary:This position is responsible for understanding all aspects of the contribution area; including training of complex employee benefit plan contributions and loan payments, according to documents and internal procedures, under minimal supervision. This person will have strong system and processing knowledge; enabling them to work proactively...

  • Project Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Telcom Construction, LLC Full time

    Overview:The Project Specialist assists the assigned management team to maintain project/contract organization and efficiency. It may be responsible for a variety or specific project-related tasks as assigned by project leadership based on the needs and size of the assigned project. The Project Specialist maintains assigned task responsibility, keeping the...

  • Learning Exp Specialist

    3 weeks ago

    Warroad, Minnesota, United States Marvin Full time

    Job Overview:The Learning Experience Specialist is a key role that will provide learning support for our Customer Service team. This will include providing onboarding support, training around our products, systems and customer service skills, and ongoing training support for existing employees. All this will be done in partnership with the customer service...

  • Business Operations Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States IDeaS Full time

    :Passionate people. Loyal clients. Leading solutions.With a rich culture of creative collaboration and professional growth, IDeaS' team members build successful careers with us. IDeaS is proud to be a global powerhouse of innovation and excellence; challenge and reward. No matter where we're working, our teams come together to create leading revenue...

  • 650K Urology

    1 month ago

    Minnesota, United States Jackson Physician Search Full time

    An award-winning, not-for-profit hospital located in mid-Minnesota is seeking a Urologist to join their dynamic team due to a growing need in the community. This organization previously had Urology via outreach specialists and is looking to hire a full-time employed physician.The Opportunity Make every weekend a 3 day weekend. Come home and stay home every...

  • Private Practice Traditional Peds with collegial team eager to mentor

    1 month ago

    Minnesota, United States Jackson Physician Search Full time

    An established, collegial, and cohesive private practice outside Minneapolis, Minnesota (MN) seeks a Pediatric Physician (PED) to join their team.Position Details: 4day work week Mixture of inpatient and outpatient with minimal inpatient expectations Join an established team of 20 Physicians with opportunity for mentorship you are never on an island here,...

  • Mental Health Program Director

    3 weeks ago

    Watertown, Minnesota, United States Dungarvin Full time

    Job DescriptionIn this exciting role you are responsible for the coordination and supervising one to two residential programs that specialize in supporting individuals with challenging behavioral and mental health needs. As a Mental Health Program Director your two key priorities include supervising and training of mental health specialists and ensuring all...

  • Azure Database Solutions Architect

    3 days ago

    Minnesota Lake, United States Saxon Global Full time

    Client: State Client of MN Position : Azure Database Solutions Architect Location : St. Paul, MN (Hybrid 2 Day's Onsite) (Relocation will work) Visa : All Rate : Open (Depends Upon Exp.) Duration : 12+ Months Notes : 1 St preference to Local Profile. Job Description : At a high level, the resource will assist with the design and implementation of Azure...

  • Ambulatory Care

    3 weeks ago

    Minnesota, United States St. Luke's Health System Full time

    Luke's Health System is seeking a Registered Nurse (RN) Wound Care for a nursing job in Star, Idaho. Wound Care ~ Shift: 12 hours ~ Employment Type: Staff are critical in providing exceptional, patient-centered care. We strive to foster an environment that embraces our employees' unique strengths, experiences and perspectives which ultimately drives our...

  • Durable Medical Equipment Customer Support Specialist

    3 weeks ago

    Saint Paul, Minnesota, United States Fairview Health Services Full time

    Overview:On M Health Fairview's Home Medical Equipment (FHME) team, we strive to help each patient reach optimal independence, health, and comfort. Do you enjoy supporting patients, solving problems, and connecting with resources in a friendly environment? The Respiratory DME Customer Support Specialist (CSS) provides excellent customer service in a...

  • Child Life Associate

    3 weeks ago

    Minneapolis, Minnesota, United States Fairview Health Services Full time

    Overview:The Child Life Associate (CLA) provides pediatric patients, siblings and other family members developmentally appropriate play and recreation opportunities in playrooms, at bedside or in other Patient Family Support Services spaces. This position is located in the Zucker Suite and Broadcast studio and promotes engagement in ZTV and suite programming...

  • Agronomy Sales

    3 weeks ago

    Minnesota, United States Hansen Agri-PLACEMENT Full time

    PLEASE NOTE:We will not reply if your resume does not meet position requirements. Please understand your education and experience must match our job listings for you to be considered. There is NO closing date on this position. This position will remain open until a suitable candidate is found.EMPLOYER LOOKING TO HIRE IMMEDIATELYJOB TITLE:SALES...

  • General Service Technician

    3 weeks ago

    Minnesota, United States TGK Automotive Full time

    Overview: ** HIRING NOW ** COMPENSATION: $18.00/Hr. - $24.00/Hr. TGK Automotive Specialists - We are a locally-owned business serving our clients with honesty and integrity since 2007. We maintain the highest level of repair and service at a fair price and are devoted to client satisfaction. The General Service Technician is responsible for...

  • Cardiac Rehab Therapist

    3 weeks ago

    Burnsville, Minnesota, United States Fairview Health Services Full time

    Overview:Be a part of M Health Fairview Rehab Services at Fairview Ridges Burnsville We are seeking a dynamic cardiac rehab therapist to join us. In collaboration with patients and families, the cardiac rehab therapist is responsible for providing safe and effective delivery of patient care within scope of practice. This includes examination, evaluation,...

  • Primary Care Physician

    3 weeks ago

    Andover, Minnesota, United States Fairview Health Services Full time

    Overview:Fairview Health Services is seeking a Family Medicine physician to join our primary care practice at M Health Fairview Clinic - Andover. Join our thriving practice that includes multiple on-site specialties and a long tenured and experienced staff.Practice Details:14 provider primary care practice with more than 7 specialists onsite.Patient...

  • Occupational Therapist

    3 weeks ago

    Minneapolis, Minnesota, United States Fairview Health Services Full time

    Overview:Be a part of the M Health Fairview Rehabilitation team at University of Minnesota Medical Center (East Bank) In collaboration with patients and families, the occupational therapist is responsible for providing safe and effective delivery of patient care within scope of practice. This includes examination, evaluation, diagnosis, planning,...

  • Speech Language Pathologist

    3 weeks ago

    Osseo, Minnesota, United States Jobs for Humanity Full time

    Job DescriptionJob Summary: To inspire and prepare each and every scholar with the confidence, courage and competence to achieve their dreams; contribute to community; and engage in a lifetime of learning. Provide service and support in the area for which employed including writing and implementing individual scholar goals and objectives, evaluating scholar...

  • Casual Occupational Therapist

    3 weeks ago

    Minneapolis, Minnesota, United States Fairview Health Services Full time

    Overview:Exciting opportunity to be part of our collaborative, engaged rehab team in Edina Southdale Place offers multiple outpatient rehab services and this casual occupational therapist will join a team of phenomenal lymphedema therapists and you will have the opportunity to contribute to improving lymphedema rehab care. In collaboration with patients and...

  • Automotive Technician

    3 weeks ago

    Lakeville, Minnesota, United States Sun Auto Tire and Service Full time

    Overview:New Location Coming Soon17900 Kenwood TrailLakeville, MN 55044COMPENSATION:$65,000/Yr. - $120,000/Yr. VARIES DEPENDING ON EXPERIENCE & QUALIFICATIONSTGK Automotive Specialists – We are a locally-owned business serving our clients with honesty and integrity since 2007. We maintain the highest level of repair and service at a fair price and are...

  • Travel Occupational Therapist

    3 weeks ago

    Minnesota City, United States OneStaff Medical Full time

    OneStaff Medical is seeking a travel Occupational Therapist for a travel job in Wilmar, Minnesota. Job Description & Requirements Specialty: Occupational TherapistDiscipline: TherapyStart Date: ASAPDuration: 13 weeks36 hours per weekShift: 12 hours, days, nightsEmployment Type: TravelHelps occupational therapy clients by providing rehabilitative services,...