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Retirement Implementation Coordinator - Minnetonka, United States - Alerus Financial
Description
Position Summary:
The primary responsibility of this position is to support the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions.
Support all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline.Assist in communicating the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties.
Assist in assigning and performing tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative.
Deliver a positive customer experience for the plan sponsor and other external parties.Essential Responsibilities:
Job Function 1: Execution of New Client Onboarding - 50%
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.
Accurately document and timely record all steps in the new business process.
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.Job Function 2:
Train New Clients on Alerus Systems - 50%
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.
Position Requirements:
Qualifications:
Associate's degree in Business, Finance, Accounting or related field or equivalent experience required.
Experience in defined contribution industry (recordkeeping or administration) preferred.
Experience supporting advisors, brokers, and third-party vendors preferred.
Proven 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.
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.
