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Retirement Services Administrative Coordinator

2 months ago

Goshen, Indiana, United States Everence Full time

POSITION SUMMARY

The role involves supporting the operational leadership for activities associated with Everence Retirement Services (ERS), focusing on the daily administrative functions of Everence annuities and the Mennonite Retirement Trust (MRT), while also providing assistance within the department as required.

RESPONSIBILITIES AND DUTIES

  1. Oversee the initiation of new ERS plans, ensuring effective communication between advisors and external providers, while managing the daily operations of current ERS plans.
  2. Acquire and maintain a thorough understanding of ERS products to guide clients and Everence consultants in account establishment, enrollment procedures, account maintenance, and form completion.
  3. Serve as a backup for the Life Administrator when needed.
  4. Support OSJ staff as required.
  5. Assist with routine administrative functions in MRT, including approving surrenders and delivering customer service to participants, employers, and advisors.
  6. Contribute to the daily administrative tasks for annuities, such as processing new applications, generating illustrations, and managing contributions and distributions.
  7. Engage in additional projects as directed by the VP of Financial Services Operations.

QUALIFICATIONS

Education:

College Graduate

Experience:

Previous experience in the financial services sector or retirement planning is preferred.

Skills and Abilities:

  1. Experience with retirement products and operations is advantageous, though not mandatory.
  2. Demonstrated initiative and the ability to work independently as well as collaboratively.
  3. Exceptional attention to detail and precision.
  4. Strong verbal and written communication skills, with the capability to interpret and convey technical information in a clear and straightforward manner.
  5. Advanced proficiency in Microsoft Office and a willingness to learn new software applications.
  6. Possession of or willingness to pursue professional retirement certifications.

SUPERVISORY RESPONSIBILITIES: None

SCHEDULE: Full-time