Senior Retirement Services Administrator
4 months ago
SUMMARYThe Retirement Administrator will carry out the daily and ongoing operations activities related to Everence annuities and Everence Retirement Services (ERS).
RESPONSIBILITIES AND DUTIES- Coordinate with other staff to complete the day-to-day administrative tasks in annuities (e.g. processing or approving surrenders, maturities, retirement payments, correspondence, tax reporting).
- Provide leadership to Everence annuity product strategy, operations, and sales.
- 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 annuities and ERS products to assist clients and Everence consultants in establishing accounts, completing enrollment materials, maintaining accounts, and completing forms.
- Provide customer service to advisors, employers, and participants.
- Produce operation and participant reports for annuities and ERS.
- Provide backup to the Life Administrator when necessary.
- Assist in compliance activities related to all retirement products.
- Maintain all administrative forms, manuals, and form letters.
- Assist in maintaining all retirement operations systems and procedures.
- Complete other projects as assigned by the Vice-President of Financial Services.
- Background in retirement products and operations desired, but not required
- Ability to take initiative, and work independently and with others
- Leadership ability with attention to detail
- Strong working knowledge of Microsoft Access, Excel, and Word; An aptitude for learning job-specific software applications
- Strong written and oral communication skills, including the ability to read, understand, and communicate technical information clearly and simply
- The ability to handle multiple projects
- Good customer service skills
- Either possess or be willing to obtain professional certifications
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Senior Retirement Services Coordinator
6 days ago
Goshen, Indiana, United States Everence Full timeJob Title: Senior Retirement Services AdministratorJob SummaryThe Senior Retirement Services Administrator will play a key role in the daily and ongoing operations of Everence annuities and Everence Retirement Services (ERS). This position will be responsible for coordinating with other staff to complete administrative tasks, providing leadership to annuity...
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Retirement Services Administrative Coordinator
4 weeks ago
Goshen, United States Everence Full timeJob OverviewPOSITION SUMMARYThe Retirement Services Administrative Coordinator plays a crucial role in supporting the operational functions of Everence Retirement Services (ERS). This position entails managing various administrative responsibilities related to Everence annuities and the Mennonite Retirement Trust (MRT), while also providing necessary...
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Retirement Services Administrative Coordinator
4 weeks ago
Goshen, Indiana, United States Everence Full timePOSITION SUMMARYThe 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 DUTIESOversee the...
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Senior Retirement Services Coordinator
2 days ago
Goshen, Indiana, United States Everence Full timeJob SummaryThe Retirement Administrator will oversee the daily and ongoing operations activities related to Everence annuities and Everence Retirement Services (ERS). This role requires strong leadership skills, attention to detail, and the ability to work independently and with others.Key ResponsibilitiesCoordinate with other staff to complete day-to-day...
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Retirement Assistant Administrator
4 months ago
Goshen, United States Everence Full timeJob DescriptionJob DescriptionPOSITION SUMMARYAssists 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 DUTIESCoordinate the onboarding of new ERS plans,...
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Retirement Assistant Administrator
4 months ago
Goshen, United States Everence Full timePOSITION SUMMARYAssists 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 DUTIESCoordinate the onboarding of new ERS plans, facilitate communication between...
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Administrative Assistant
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Goshen, United States Everence Full timeJob OverviewEverence 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 ResponsibilitiesPlan Onboarding and...
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Administrative Assistant
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Goshen, United States Everence Full timeJob OverviewEverence 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), including day-to-day administrative tasks for annuities, Mennonite Retirement Trust (MRT), and other...
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Retirement Services Operations Coordinator
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