Alerus

Implementation Specialist

• Lead the onboarding process for new Alerus retirement plan clients
• Manage all elements of the onboarding process
• Communicate the implementation plan, including key objectives and deliverables
• Schedule and facilitate implementation calls
• Collaborate with stakeholders to find solutions for complex requests
• Provide clear communication regarding the roles of each individual involved in the implementation process
• Document key discussions and decisions related to plan setup and onboarding
• Coordinate meetings with internal and external parties throughout implementation process
• Manage and coordinate preparation and delivery of education materials and notices

Retirement Implementation Specialist