Supervisor, Retirement Distributions

About the role

Oversee/supervise a team of distribution processors, as well as various other projects. Help foster a cohesive team by directing workflow, supporting strong communication and displaying proper judgement and leadership to ensure timely execution of distributions. Work with manager to implement consistent policies and procedures.

Responsibilities

• Oversee the day-to-day activities of the Distribution team to ensure team standards are met.
• Be an active resource for the team, by understanding all team functions and responsibilities, assisting when and where needed.
• Manage the employee life cycle, including interviewing, hiring, and training staff; conduct regular performance reviews; plan and participate in team meetings, employee appreciation, and team events.
• Provide coaching, development, and support to team to ensure timely and accurate execution of daily functions, while meeting regulatory compliance.
• Continually improve processes that enhance the client experience and build scale, assisting with planning, development, and implementation.
• Provide quality, accurate and timely responses to escalated inquiries from external and internal clients, maintain positive working relationships and open lines of communication.
• Aid and/or lead any system upgrades, conversion, acquisition, deconversion, and projects that affect the area.

Requirements

• Minimum of 5 years of extensive recordkeeping/trust experience in operations.
• Bachelor's degree or equivalent combination of education and/or related experience in the financial industry.
• Proven leadership, management and direct supervisory skills with ability to work independently while supporting a collaborative, team orientated environment.
• Excellent analytical and problem-solving orientation and attention to detail.
• Demonstrated ability to identify process improvements and ability to accept, support and implement continuous change.
• Highly organized and detail-oriented with the ability to prioritize workflow of self and others and coordinate activity as an effective team member to meet deadlines and make effective decisions under pressure.
• Strong passion for internal and external client satisfaction, creative and consistently maintains a positive attitude.

Qualifications

• Minimum of 5 years of extensive recordkeeping/trust experience in operations.
• Bachelor's degree or equivalent combination of education and/or related experience in the financial industry.
• Proven leadership, management and direct supervisory skills with ability to work independently while supporting a collaborative, team orientated environment.
• Excellent analytical and problem-solving orientation and attention to detail.
• Demonstrated ability to identify process improvements and ability to accept, support and implement continuous change.
• Highly organized and detail-oriented with the ability to prioritize workflow of self and others and coordinate activity as an effective team member to meet deadlines and make effective decisions under pressure.
• Strong passion for internal and external client satisfaction, creative and consistently maintains a positive attitude.

Skills

• Leadership and management skills.
• Ability to work independently while supporting a collaborative, team orientated environment.
• Analytical and problem-solving skills.
• Attention to detail.
• Process improvement and change acceptance.
• Organizational and prioritization skills.
• Potential for coaching and development.
• Client satisfaction focus.

Benefits

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

Pay

Base pay range: $55,000 - $62,000 annually.

Schedule

N/A