POSITION SUMMARY
Assists in providing leadership for operations activities related to Everence Retirement Services (ERS), in the day-to-day administrative tasks of Everence annuities, Mennonite Retirement Trust (MRT), and as needed within the department.
RESPONSIBILITIES AND DUTIES
Coordinate the onboarding of new ERS plans, facilitate communication between advisors and third-party providers, and maintain the day-to-day operation of existing ERS plans. Develop and maintain expertise in ERS products to assist clients and Everence consultants in how to establish accounts, complete enrollment materials, maintain accounts, and complete forms.Provide backup to the Life Administrator when necessary.Provide backup to OSJ support staff.Assist with day-to-day administrative tasks in MRT (e.g. approve surrenders, and provide customer service to participants, employers, and advisors).Assist in carrying out day-to-day administrative tasks for annuities (e.g. process new applications, run illustrations, process contributions, and distributions).Complete such other projects as assigned by the VP of Financial Services Operations.QUALIFICATIONS
Education:
College Graduate
Experience:
Prior experience in the financial services industry or the area of retirement plans desired
Skills and Abilities:
Background in retirement products and operations is desired, but not requiredAbility to take initiative; working independently, as well as in a team environmentStrong attention to detail and accuracyStrong written and oral communication skills, including the ability to read, understand, and communicate technical information clearly and simplyAdvanced proficiencies with Microsoft Office and ability to learn additional software programsEither possess or willingness to obtain professional retirement certificationsSUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
