-
Program Manager
2 weeks ago
Accord St Paul, United States PermanentAccord's Employment Support Services is designed to assist individuals with disabilities in finding meaningful employment opportunities within their communities. As a Program Manager within Employment Services, you will lead a team of up to 15 Employment Specialists committed to ...
-
HR Service Center Representative
22 hours ago
Russell Tobin St Paul, United StatesRussell Tobin & Associates is currently seeking an HR Service Center Representative to work for one of our top finance clients The HR Service Center Representative is responsible for delivering accurate, high quality, personalized customer service to associates, candidates, retir ...
-
Sr. Purchasing Specialist
3 days ago
Dairy Farmers of America St Paul, United States**Position** : Sr. Purchasing Specialist · **Location** : St Paul, Minnesota · **Requisition ID:** : 26688 · **Job Summary** : · The Sr. Purchasing Specialist works with suppliers to ensure all required ingredients, packaging and supplies are on order or in stock. This includ ...
-
Recycling Programs Specialist
2 weeks ago
City of Saint Paul, MN St Paul, United StatesSalary : $62, $81,848.00 Annually · Location : Saint Paul, MN · Job Type: Full Time · Job Number: 24-UNSP-00694 · Department: Public Works · Opening Date: 06/03/2024 · Closing Date: 6/28/2024 11:59 PM Central · About the Position · Join us We are hiring Recycling Program S ...
-
Grant Specialist
2 weeks ago
City of St. Paul St Paul, United StatesLocation field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or City and state must be separated by a comma followed by a space (e.g., Houston, TX )City Of St Paul Grant Specialist in St Paul , Minnesota Come join our team The City of Saint ...
-
Grant Specialist
1 week ago
City of St. Paul St Paul, United StatesLocation field must contain 'city, state' or a zip code to perform a radius search (e.g., · Denver, CO · or · City and state must be separated by a comma followed by a space (e.g., · Houston, TX ) · City Of St Paul · Grant Specialist · in · St Paul , · Minnesota · Come j ...
-
Environmental Health and Safety Specialist
31 minutes ago
GTT St Paul, United StatesEnvironmental Health and Safety Specialist · Contract Duration 12 Months · Job Description · Environmental Health and Safety Specialist provide employee training, plant inspections, hazard evaluations and standards promulgation to meet the needs of the organization. · Environ ...
-
Regulatory Affairs Specialist
1 week ago
Russell Tobin St Paul, United States· What are we looking for in our Regulatory Affairs Specialist? · The Scientific Team at Russell Tobin & Associates is supporting a top medical device organization that has an opening for a remote Regulatory Affairs Specialist (REMOTE). · Responsibilities · Manage documentati ...
-
Grant Specialist
5 days ago
City of Saint Paul, MN St Paul, United StatesSalary : $74, $97,614.40 AnnuallyLocation : Saint Paul, MNJob Type: Full TimeJob Number: 24-UNSP-00693Department: Office of Financial ServicesOpening Date: 05/21/2024Closing Date: 6/21/2024 11:59 PM CentralAbout the PositionCome join our team The City of Saint Paul Office of Fina ...
-
Human Resources Specialist
2 weeks ago
INDEPENDENT SCHOOL DISTRICT 197 St Paul, United StatesPosition Type: · Human Resource · Date Posted: · 5/28/2024 · Location: · District Office · Date Available: · ASAP · Closing Date: · UNTIL FILLED · We strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to ...
-
Vocational Rehabilitation Specialist
3 days ago
Community Involvement Programs St Paul, United StatesAs a Vocational Rehabilitation Specialist, you will faciliate the empowerment of individuals with disabilities to achieve their vocational goals and lead fulfilling lives by providing personalized support, inclusive employment planning, skills development, coaching, and guidance ...
-
Customer Success Specialist
2 weeks ago
Forge Global St Paul, United StatesAt Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vis ...
-
Human Resources Specialist
1 week ago
INDEPENDENT SCHOOL DISTRICT 197 St Paul, United StatesPosition Type: · Human Resource · Date Posted: · 5/28/2024 · Location: · District Office · Date Available: · ASAP · Closing Date: · UNTIL FILLED · We strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to a ...
-
ACT Vocational Specialist
6 days ago
Mental Health Resources St Paul, United StatesACT Vocational Specialist · 4-Day Work Week Option Available · $5,000 SIGNING BONUS · Location: St. Paul · Starting Pay: $56,068 Base salary with potential increases depending on education and experience. · Mental Health Resources, Inc. is an Equal Employment Opportunity/Affirma ...
-
Level C Specialist I
2 weeks ago
Roseville Area Schools St Paul, United States: Roseville Area Schools has a vacancy for a Specialist I/Truckdriver. This position is responsible for routine delivery routes throughout the district and opening, cleaning, and maintaining the District Center building. Maintenance responsibilities include clearing sidewalks, st ...
-
GIS Specialist 2 or 3
2 days ago
Metropolitan Council St Paul, United StatesSalary: See Position Description · Location : 390 Robert St. N St. Paul, MN · Job Type: Full-Time · Job Number: · Division: Regional Administration · Opening Date: 06/14/2024 · Closing Date: 6/30/2024 11:59 PM Central · WHO WE ARE · This position is eligible for a hybrid ( ...
-
Primary Care Physician
2 weeks ago
Fairview Health Services St Paul, United StatesPractice Description · Fairview Health Services is seeking an Internal Medicine/Pediatric Physician to join our primary care practice at M Health Fairview Clinics – Apple Valley . Join our busy practice which has been in the community for over 20 years. · Practice Details: · 10 p ...
-
Complaint Response Review Specialist
1 week ago
U.S. Bank St Paul, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Client Service Specialist at
1 week ago
Mindful Asset Planning St Paul, United StatesPOSITION: Client Service Specialist with Mindful Asset Planning in Apple Valley, MN · Who are we? · Mindful Asset Planning (MAP) is a comprehensive financial planning and fee-only fiduciary firm that always acts in our clients' best interest. · MAP provides customized personal ...
-
Accounting Specialist II
32 minutes ago
Trellis Company St Paul, United StatesTrellis a nonprofit in Arden Hills, MN is looking to hire a full-time Accounting Specialist II. Would you like to join an organization that values every employee and their contributions? If so, please read on · Why work for us? We have - This position earns a competitive salary ...
Retirement Specialist - St Paul, United States - Alerus
Description
Position Summary:
Establish and maintain relationships with assigned retirement plan clients in order to achieve or exceed client service and retention standards.
Assist the sales consultants with the new business onboarding process.Essential Responsibilities:
Job Function 1: Client Service - 70%
Manage client relationships (advisor/broker, TPA, wholesaler, plan sponsor, etc.) by working to resolve complex service issues to ensure client satisfaction/retention.
Develop and maintain positive working relationships and open lines of communication with internal and external clients.Produce and review annual review data with clients, advisors and wholesalers.
Communicate with clients, advisors/brokers, and TPAs to proactively identify and manage expectations, needs, and concerns.
Respond to all email and voicemail inquires with tactful, accurate, and timely responses.
Problem solves a variety of complex situations involving business and/or client needs.
Keep supervisor and sales executive informed of sensitive issues or special projects pertaining to clients.
Assist sales consultants in retention analysis. Recommend fee changes as necessary, including fee increases or decreases depending on client needs, demands, and complexity.
Research and resolve third party payments and questions (advisor, broker (B-50), TPA, wholesaler, etc.).
Coordinate fund amendment process timeline. Work through fund availability issues and coordinate delivery of supporting documents and enrollment packet materials, if applicable.
Facilitate external fee changes (advisors, TPAs and wholesalers) by properly updating fee schedules, disclosures, and all applicable systems.
Learn how the recordkeeping systems operate (Omni, AddVantage, Global Revenue and Sponsor/Participant websites) and report information to effectively service plans.
Job Function 2:
Onboarding - 25%
Work with sales consultants to initiate new business takeover process.
Finalize fund line-ups and model portfolios with client, advisor and fund wholesaler.
Work with advisor/client to complete new plan specification form.
Facilitate conversion timeline discussions with client, advisor, TPAs as needed.
Discuss education materials and enrollment meeting dates with advisor/client.
Finalize the collection process for internal and external fees.
Provide all new business details to underwriting specialist.
Job Function 3:
Teamwork and Productivity - 5%
Provide backup to supervisor, sales consultants, and team members for plan sponsor, advisor, TPA and other independent producer telephone calls, emails, and other requests.
Foster a positive work environment and support co-workers in achievement of departmental goals. Treat all co-workers professionally.Participate in company and departmental meetings.
Establish work objectives and priorities to perform work in a cost-effective manner. Make recommendations for ways to increase productivity and decrease staff overtime.
Proactively suggest changes in procedures, forms, and checklists to reduce account errors.
Properly double check work of self and team members to minimize rework. Ensure work is reviewed by your supervisor / team lead as needed.
Position Requirements:
Qualifications:
1+ years of experience in defined contribution industry or financial services company, preferably in recordkeeping or administration.
Bachelor's degree preferred or equivalent work experience.
Experience working with advisors/brokers and third-party vendors preferred.
Strong written/oral communication and organization skills.
Strong commitment to customer service.
Available to work extra hours to cover peak workloads and other business needs.
Ability to prioritize with a high level of commitment to accuracy and detail.
Strong analytical skills.
Expert knowledge of Microsoft Word and Excel, and other related systems.
Personal Characteristics:
High attention to detail.
Approachable and considerate.
Adapts to a fast paced, changing environment.
Disciplined.
Self-motivated and a strong desire to take initiative.
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.
#J-18808-Ljbffr
