Retirement Operations Specialist

Job Description:

• Serve as point of contact and support for all facets of fund adds and transfers.
• Coordinate complex large fund, or advisor changes.
• Participate in meetings and ensure all required documentation is updated accurately and timely.
• Responsible for understanding, calculating, and trading complex corrections for all correction types.
• Research and determine error origination, provide guidance internally regarding best practice for corrections, partner with other department leaders to prevent future occurrences, and find commonalities for training purposes.
• Ensure all regulations set by the IRS, DOL and ERISA are followed.
• Responsible for accurate and timely dividend posting to ensure deadlines are met.
• Communicate accurately, efficiently, and professionally with both internal and external clients.
• Identify and implement process improvements that enhance the client experience and build scale.
• Create, update, and maintain written procedures in Alerus procedure (R&R) database.
• Gain and maintain an advanced level of knowledge encompassing all systems and process that pertain to the position.
• Maintain compliance knowledge of regulations, policies, and procedures.
• Foster a positive work environment and support co-workers in achievement of goals.
• Treat all co-workers with professionalism and respect.
• Actively participate in company, department, and team meetings by providing insight, contributions, and feedback.

Requirements:

• Bachelor’s degree in Accounting, Finance, Business, or equivalent related experience.
• One or more years of experience in basic defined contribution plan administration or daily defined contribution plan implementation.
• Knowledge of 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.
• Persuasive, encouraging, and motivating.
• Positive attitude and team motivator.
• Ability to communicate effectively with clients and coworkers.
• Ability to work independently while supporting a collaborative and team orientated environment.
• Reliable follow through without supervision.
• Exceptional organizational skills, high attention to detail and innovative thinker.

Benefits:

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance;
• 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.

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