The Retirement Implementation Specialist is responsible for leading the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Managing all elements of the onboarding process by leading internal departments and external parties through an established implementation timeline. Essential Responsibilities J

Provide service to customers that exceeds their expectations, which most commonly includes preparing financial plans to utilize in understanding customer objectives and providing investment advice, selling investment products and services, opening new accounts and maintaining appropriate records in accordance with all applicable guidelines and regulations. Other key dutie

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

Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate processing of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflow

None Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications) Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics. Experience equivalent to a senior position within Finance/Accounting or other related fields developing complex financial models using mac

The Senior Financial Planning Analyst will act as a primary consultant, tasked with providing timely insight related to business results and trends while being on the leading edge of identifying future opportunities. This position will be responsible for performing financial planning and analysis along with facilitating the budgeting process for various areas of the compa