Alerus

Compliance

• Compliance Administrators serve as subject matter experts in the retirement compliance administration space.
• Most administrators operate within a queued work environment, utilizing Salesforce to manage and delegate tasks efficiently.
• While this role is generally non-client facing, senior compliance administrators may occasionally engage with clients via email or meetings when needed.
• Compliance Administrators focus on specific components of the overall compliance process and may not support a plan from start to finish.
• Their expertise ensures accuracy and adherence to regulatory requirements across various tasks within the compliance function.
• In this queued work environment, you will play a crucial role in supporting the client-facing team by delivering prompt, accurate, and thorough communication related to higher complexity retirement plan administration and compliance.
• Engage with the client as needed and handle escalations within the team.
• This role involves a mix of administrative and technical tasks, with a strong focus on supporting compliance testing, Form 5500 preparation, and other regulatory requirements.
• Collaborate closely with internal teams to ensure accurate data handling and adherence to deadlines, helping to maintain the operational integrity of each retirement plan.
• Partner with senior team members for peer reviews and may provide some peer review support to level I/II administrators.
• Assist on projects that impact the Compliance Administration area.

Senior Retirement Compliance Administrator

Account Executive

• Network with channel partners, including brokers, prospects, and other industry professionals to identify and pursue new Health and Welfare sales opportunities.
• Establish and nurture strong relationships with channel partners, including brokers and other industry professionals.
• Develop and maintain a high level of knowledge of Health and Welfare benefit administration services, including Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Lifestyle Spending Accounts (LSA) and Consolidated Omnibus Budget Reconciliation Act (COBRA).
• Achieve and exceed assigned sales targets for Health and Welfare services.
• Monitor and track sales activities, data and metrics efficiently and accurately using Salesforce, and track progress toward sales goals, adjusting strategies as necessary to meet performance objectives.
• Implement company sales strategies to expand market reach and enhance service/brand loyalty.
• Collaborate with other Alerus teams to align efforts with broader organizational objectives.
• Lead the preparation and fulfillment of RFPs, meetings and sales presentations, ensuring timely, professional and accurate completion.
• Represent the company at industry events, trade shows and benefit fairs.

Senior Retirement Compliance Administrator

Sales Consultant