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Help foster a cohesive service team by directing workflow, supporting strong communication and displaying good judgment and leadership to ensure the proper administration of all plans. Responsible for client service, compliance and Form 5500 reporting of an assigned group of retirement plans consisting of more complex plans, typically 60 70 plans. Is regarded as a technic
Posted 2 days ago
Alerus Financial
- Arden Hills, MN / Fargo, ND / Detroit, MI / 1 more...
The Retirement Account Analyst I is responsible for client service support, assisting the retirement account administrators in the preparation of compliance tests and assisting in reconciling and preparing Form 5500 filings. Essential Responsibilities Job Function 1 Client Service 40% Provide backup to administrators for plan sponsor telephone calls, emails and other requ
Posted 10 days ago
Alerus Financial
- Minnetonka, MN / Fargo, ND / Grand Forks, ND
The Auditor is primarily responsible for the development and execution of internal audits for the functional areas of Alerus Financial and communicating findings to the appropriate persons. They are also responsible for assisting with company wide projects as well as various research requests. Essential Responsibilities Job Function 1 Plan and Conduct Audits 65% Plan and
Posted 14 days ago
Alerus Financial
- Arden Hills, MN / Fargo, ND / Mesa, AZ
The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan participants, banking clients, and health benefit clients. Client Service Center Associates troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center
Posted 15 days ago
Alerus Financial
- Minnetonka, MN / Arden Hills, MN / Fargo, ND / 1 more...
Establish and maintain relationships with assigned retirement plan clients in order to achieve or exceed client service and retention standards. Assist the sales consultants with the new business onboarding process. Essential Responsibilities Job Function 1 Client Service 70% Manage client relationships (advisor/broker, TPA, wholesaler, plan sponsor, etc.) by working to r
Posted 15 days ago
Alerus Financial
- Arden Hills, MN / Minnetonka, MN / Grand Forks, ND / 4 more...
The primary responsibility of this position is to support the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Support all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline. Assist in communicating the implement
Posted 15 days ago
This position is responsible for client service and support by handling financial transactions for lobby and/or drive up clients in a professional manner. Provide clients with a clear understanding of the technical aspects and benefits of products and services offered to support our client's financial wellness goals. Responsibilities include teller transactions, safe depo
Posted 15 days ago
Alerus Financial
- Minnetonka, MN / Fargo, ND / Grand Forks, ND
Provide expertise, advice, and counsel based on advanced business and/or audit experience to the functional areas of Alerus. Provide leadership for projects and team activities. Proactively implement audit strategy for the sound application of risk based practices by defining audit scope, audit program, and review and test procedures. Exercises judgment and influence busi
Posted 15 days ago
The AIFS Support Specialist is responsible for supporting Alerus Investment and Fiduciary Services (AIFS) related products. This position will maintain knowledge on Wealth Management functions and regulatory requirements along with performing the due diligence needed to ensure complete and accurate system processing. This position will maintain a client focus and will par
Posted 15 days ago
The Records & Admin Services Specialist is responsible for supporting enterprise data management and administrative services. This position assists with records management as well as producing and routing customer communication and fulfillment mailings, check printing, web document control, and mail services. This position will maintain a client focus and will partner wit
Posted 21 days ago
This position is responsible for understanding all aspects of the contribution area; including training of complex employee benefit plan contributions and loan payments, according to documents and internal procedures, under minimal supervision. This person will have strong system and processing knowledge; enabling them to work proactively with Alerus staff within Retireme
Posted 24 days ago
Alerus Financial
- Grand Forks, ND / Fargo, ND
The Loan Servicing Specialist is responsible for booking and servicing all types of loans, including commercial and consumer. This position will maintain knowledge on loan functions, regulatory requirements along with performing the due diligence needed to ensure complete and accurate system processing. This position will maintain a client focus to deliver a superior clie
Posted 1 month ago
Relationship Bankers are responsible for enhancing existing relationships and developing new business opportunities. Deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact. Assist clients in their selection of Alerus solutions by recommending appropriate Alerus products and services to ensure the client successfully a
Posted 1 month ago
Alerus Financial
- Minnetonka, MN / Fargo, ND / Grand Forks, ND
This position supports the activities of the Enterprise Risk Management Committee. This includes developing and maintaining enterprise risk monitoring and reporting systems, conducting divisional risk assessments, providing analytical support to finance and risk areas, and coordinating operational risk functions. This position reports to the Director of Enterprise Risk Ma
Posted 1 month ago
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