Retirement Implementation Coordinator

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Guide clients through the payroll setup process, ensuring effective communication, setting clear expectations, and managing timely contribution processing during onboarding.

• Engage in implementation project management meetings and assist with various aspects of the client installation process as directed by the Client Services Manager and other team members as needed.

• Prepare all necessary documentation for plans and participants.

• Generate all plan forms and upload all documents, forms, disclosures, and other notices to the Plan Gateway.

• Collaborate with team members to timely prepare materials for enrollment meetings, ensuring distribution before scheduled meeting dates.

• Enter relevant client and plan information into various internal systems.

• Create and share system access and login instructions with external stakeholders.

• Provide an informative overview of the Alerus Retirement and Benefits (ARB) administrative website, Salesforce, to new clients, Advisors, and Third Party Administrators (TPAs).

• Train new clients on how to submit contributions through Contribution Gateway using either entry or upload methods.

• Work with new clients and the contribution team to establish a contribution structure prior to the scheduled training session.

⛳️ Requirements

• An associate’s degree in business, finance, accounting, or a related field, or equivalent experience.

• Experience in the defined contribution industry (recordkeeping or administration) is preferred.

• Preferred experience in supporting advisors, brokers, and third-party vendors.

• Ability to multitask and prioritize personal workflow as an effective team member to meet deadlines and make sound decisions under pressure.

• Proven written and oral communication, presentation, and organizational skills.

• A demonstrated commitment to providing a high level of client service.

• Proficient in Microsoft Office programs, including Word, Excel, PowerPoint, and Outlook.

• Strong interpersonal skills such as diplomacy, judgment, decision-making, and discretion.

• Analytical mindset for addressing complex challenges while balancing the needs of both the client and the company.

• Self-motivated with initiative, seeking creative solutions, and actively engaging in all responsibilities.

• Disciplined with a keen attention to detail and strong organizational skills.

• Professional, approachable, and considerate in collaborating with both internal and external parties.

• Proactive in anticipating customer needs and adaptable to the unexpected changes typical in a fast-paced environment.

🏝️ Benefits

• Comprehensive benefits package offering a wide array of health and wellness benefits, including medical, dental, vision, life, and long-term disability insurance; along with a 401(k) and ESOP for retirement savings.

• Generous paid time off programs, including flexible time off, company-paid holidays, parental leave, and bereavement leave.

• Resources for learning and development for both personal and professional career growth, along with advancement opportunities.

• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.

• Support for our communities through paid volunteer time and a company donation matching opportunity.