Retirement Operations Implementation Specialist I

Job description

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Retirement Operations Implementation Specialist I is responsible for coordinating and handling the setup of new plans and investing transferred assets. They will maintain retirement and recordkeeping knowledge, ensure timelines are followed and effectively communicated, plans are setup accurately on all systems, special administrative needs are identified and outlined, and plans are successfully tr...