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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 1 day ago
This position is responsible for providing support to external Retirement Sales Consultants by providing prospect related documents for new business opportunities to Retirement Sales Consultants and the wholesale networks (Wholesalers, Advisors, Brokers, and TPAs) they serve. Also, responsible for assisting Relationship Teams with various client and plan related updates.
Posted 1 day 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 9 days ago
Alerus Financial
- Minneapolis, MN / Minnetonka, MN
Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommen
Posted 9 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 13 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 14 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 14 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 14 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 14 days ago
This position is responsible for managing the Bank's Special Assets function and potential loan losses by overseeing the workout and liquidation of problem loans, including the identification and reporting of delinquent loans, impaired loans and/or debt modifications. Essential Responsibilities Job Function 1 Manage a loan portfolio to mitigate risk with deals consisting
Posted 21 days ago
The Business Banking Underwriter, I is accountable for underwriting and monitoring a portfolio of business banking level commercial and industrial (C&I) loans ranging in size from $1,000,000 to $5,000,000. The portfolio may also include Owner Occupied and/or small investor Commercial Real Estate loans. Will partner with Relationship Managers to propose and negotiate lendi
Posted 22 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 23 days ago
Alerus Financial
- Denver, CO / Arden Hills, MN / Mesa, AZ
The Small Business Administration (SBA) Business Development Officer is responsible for developing, soliciting, and promoting new SBA loans independently by working and maintaining relationships primarily with outside referral partners. The role will be responsible for developing and maintaining strong relationships with SBA oriented centers of influence, generate new loa
Posted 23 days ago
The Salesforce Administrator is the technical owner of applications that are used by Alerus internal and external clients. This position is responsible to work closely with the applicable Business Unit to understand needs and concerns around the solution. Will use the application's native tools to develop and configure the system. Responsible to create efficiencies and ut
Posted 24 days ago
This role is responsible for assisting the Financial Planning & Analysis (FP&A) team with the budget process, financial forecasting, business segment reporting, capital planning, competitive intelligence, and other finance initiatives. This position will play a key role in assisting the FP&A team with strategic and tactical activities of the organization. Essential Respon
Posted 27 days ago
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