Retirement Account Professional
1 week ago
- Client Service: Proactively manage assigned client relationships to achieve or exceed client service satisfaction and retention standards.
- Compliance and Reporting: Monitor receipt of client's census information to prioritize completion of compliance tests and/or Form 5500 reporting for an assigned set of plans.
- Leadership and Engagement: Actively engage in the success of Alerus, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
Qualifications: Minimum of 1 year experience in defined contribution retirement plan compliance or testing required. 3 or more years' of experience, preferred. Good written/oral communication, organization, and client service skills required.
Physical Demands: Extended periods of time 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.
Alerus Financial is an Equal Opportunity Employer: of women, minorities, protected veterans and individuals with disabilities.
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