Retirement Implementation Specialist
Alerus
full-time
Posted on:
Location Type: Remote
Location: Minnesota • North Dakota • United States
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Salary
💰 $55,000 - $70,000 per year
About the role
- 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
Requirements
- Associate’s degree in Business, Finance, Accounting or related field or equivalent experience required
- Minimum of 3 years of experience in defined contribution industry, preferably in recordkeeping or administration, required
- Previous experience with new client onboarding and/or project management preferred
- Previous experience supporting advisors, brokers, and third-party vendors preferred
- Proficient knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook
- Established interpersonal skills such as diplomacy, judgment, decision making, discretion, etc.
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementclient onboardingdocumentationeducation materials preparation
Soft Skills
communicationcollaborationinterpersonal skillsdiplomacyjudgmentdecision makingdiscretion