Alerus Financial in Phoenix, AZ, is seeking a Plan Document Manager to lead a small team of plan document experts and oversee cross-functional projects, ensuring high-quality service to clients.
You will coach staff, coordinate restatements, and partner with Compliance to uphold service standards while driving operational efficiency. Qualifications include a Bachelor's in business, leadership experience, retirement plan knowledge, QKA strongly recommended, and proficiency with Microsoft Office. #J-18808-Ljbffr
You will coach staff, coordinate restatements, and partner with Compliance to uphold service standards while driving operational efficiency. Qualifications include a Bachelor's in business, leadership experience, retirement plan knowledge, QKA strongly recommended, and proficiency with Microsoft Office. #J-18808-Ljbffr
Retirement Plan Documentation Lead in phoenix at Unknown Company
This position is listed as full time and onsite.