Retirement Operations Implementation Specialist I
Alerus
full-time
Posted on:
Location Type: Remote
Location: Minnesota • North Dakota • United States
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Salary
💰 $25 - $30 per hour
Job Level
About the role
- Responsible for accurate and timely plan and investments set-up on the recordkeeping system.
- Work with team members to obtain plan detail in order to import and reconcile conversion data accurately and timely.
- Responsible for review of work to ensure plan conversion is accurately implemented.
- Responsible for appropriate escalation of conversion related issues and/or concerns.
- Ensure employer reports and participant statements are accurate and delivered timely after completion of plan conversion.
- Recognize and communicate special plan needs to permanent service team to ensure successful transition of the plan.
- Understand how the recordkeeping and ancillary systems operate and report information to effectively setup and transition new plans.
- Build subject matter expertise on retirement system processes and regulations.
- Actively participate in meetings for the company, department, and team.
- Gain experience and knowledge encompassing all systems and process that pertain to the position.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or equivalent related work experience.
- One or more years of experience in basic defined contribution plan administration or daily-defined contribution plan implementation.
- Familiarity with retirement and recordkeeping systems and recordkeeping operational functions.
- Demonstrated ability to collaborate with employees and customers.
- Ability to effectively interact with end users and business sponsors.
- Efficient in Microsoft Excel including formulas, pivot tables, and functions.
- Ability to effectively prioritize and manage multiple assignments.
- Demonstrated problem-solving ability.
- Proven record of working in a fast-paced environment while managing multiple tasks and deadlines.
- Available to work flexible hours to meet daily schedules and cover peak workloads.
- Ability to work independently while supporting a collaborative and team orientated environment.
- Ability to communicate effectively with clients and coworkers.
Benefits
- Competitive compensation including base salary, bonus and/or incentive opportunities.
- Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
- Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
- Learning and development resources for personal and professional career development, and advancement opportunities.
- Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
- Support for the communities we live in through paid volunteer time and a company donation match opportunity.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
defined contribution plan administrationplan implementationrecordkeeping systemsdata reconciliationproblem-solvingMicrosoft Excelformulaspivot tablesfunctions
Soft Skills
collaborationcommunicationprioritizationtime managementindependenceteam orientationflexibilitycustomer interactionattention to detail
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business