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Alerus Financial

Retirement Implementation Coordinator

MN, United States; ND, United States; AZ, United StatesPosted Yesterday
Full Time

Job Description

The Retirement Implementation Coordinator supports the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Leading the payroll setup and training process, supporting all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline, assisting in communicating the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties, assisting in assigning and performing tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative while deliver a positive customer experience for the plan sponsor.

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Banks And Financial Services
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