Administrative Assistant
2 months ago
Everence is seeking a highly skilled and detail-oriented individual to join our team as a Retirement Assistant Administrator. This role will provide leadership and support for operations activities related to Everence Retirement Services (ERS), annuities, and Mennonite Retirement Trust (MRT).
Key Responsibilities- Plan Onboarding and Administration
Coordinate the onboarding process for new ERS plans, ensuring seamless communication between advisors and third-party providers. Maintain the day-to-day operation of existing ERS plans, ensuring accuracy and efficiency.
Product Expertise and SupportDevelop and maintain in-depth knowledge of ERS products to assist clients and Everence consultants in establishing accounts, completing enrollment materials, maintaining accounts, and completing forms.
Backup SupportProvide backup support to the Life Administrator as needed, ensuring continuity of operations and exceptional customer service.
Administrative TasksAssist with day-to-day administrative tasks in MRT, including approving surrenders, providing customer service to participants, employers, and advisors.
Annuity SupportAssist in carrying out day-to-day administrative tasks for annuities, including processing new applications, running illustrations, processing contributions, and distributions.
Special ProjectsComplete special projects assigned by the VP of Financial Services Operations, ensuring timely and accurate completion.
RequirementsTo be successful in this role, you will need:
- Education
A college degree is required.
ExperiencePrior experience in the financial services industry or retirement plans is desired.
Skills and AbilitiesYou will need:
- Background in Retirement Products
A background in retirement products and operations is desired, but not required.
Initiative and TeamworkThe ability to take initiative and work independently, as well as in a team environment.
Attention to DetailStrong attention to detail and accuracy.
Communication SkillsStrong written and oral communication skills, including the ability to read, understand, and communicate technical information clearly and simply.
Technical SkillsAdvanced proficiencies with Microsoft Office and the ability to learn additional software programs.
CertificationsEither possess or willingness to obtain professional retirement certifications.
What We OfferEverence offers a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for retirement services, we encourage you to apply for this exciting opportunity.
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