Retirement Implementation Coordinator

ABOUT THE ROLE

The Retirement Implementation Coordinator supports the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. The role leads the payroll setup and training process, supports all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline, assists in communicating the implementation plan, schedules, tracks and reports to internal and external parties, assigns and performs tasks to meet service timelines, and ensures a successful transition of new business from sales to the Alerus account representative while delivering a positive customer experience for the plan sponsor and other external parties and ensuring timely contribution submission.

• Lead the client through the payroll set up process, incorporating integration where applicable, ensuring strong communication, setting clear expectations and managing timely contribution processing during the onboarding process.
• Participate in implementation project management calls and support other aspects of the client installation process as directed by the Client Services Manager and other team members as appropriate.
• Prepare all required plan and participant documentation.
• Create all plan forms and load all documents, forms, disclosures and other notices to Plan Gateway.
• Work in conjunction with team members to prepare materials for enrollment meetings in a timely manner to ensure materials are available to be distributed prior to the scheduled meeting dates.
• Input pertinent client and plan data into various internal systems.
• Create and distribute system access and log‑in instructions to external parties.
• Provide an informational overview of the Alerus Retirement and Benefits (ARB) administrative website, Salesforce, to new clients, advisors and third‑party administrators (TPAs).
• Train new clients on submitting contributions through Contribution Gateway using the entry or upload methods.
• Coordinate with new clients and the contribution team to establish a contribution structure prior to the scheduled training time.

• Associate’s degree in business, finance, accounting or related field or equivalent experience.
• Experience in defined contribution industry (recordkeeping or administration) preferred.
• Experience supporting advisors, brokers, and third‑party vendors preferred.
• Ability to multi‑task and prioritize workflow of self as an effective team member to meet deadlines and make effective decisions under pressure.
• Demonstrated written/oral communication, presentation, and organization skills.
• Exhibited commitment to delivering a high‑level of client service.
• Working knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook.
• Established interpersonal skills such as diplomacy, judgment, decision making, and discretion.
• Exhibits an analytical approach to solving complex challenges while keeping both the client and the company’s needs in problem‑solving.
• Self‑motivated, takes initiative, seeks creative solutions, and actively engages in all work responsibilities.
• Disciplined, strong attention to detail, and well organized.
• Considerate, approachable and professional when collaborating with internal and external parties.
• Proactive in anticipating customer needs and adaptable to unforeseen changes typical of a fast‑paced environment.

• 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…