Key Facts

Remote From:

Full time

English

Hard Skills

Annuities Retirement Administration Business Communication Microsoft Access Capability Maturity Model Retirement Administration Account Management Enrollment Management Operational Reporting Retirement Administration +2 more

Other Skills

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Microsoft Excel
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Microsoft Word
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Non-Verbal Communication
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Leadership
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Teamwork
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Customer Service
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Detail Oriented

Roles & Responsibilities

College graduate
Prior experience in the financial services industry (preferred)
Strong knowledge of retirement products and operations
Proficiency with Microsoft Access, Excel, and Word; ability to learn job-specific software

Requirements:

Collaborate with other staff to carry out day-to-day administrative tasks for retirement plans and annuities, including processing or approving surrenders, maturities, retirement payments, correspondence, and tax reporting
Understand MRT, annuity, and ERS products to assist employers, congregations, participants, and advisors in establishing accounts, completing enrollment materials, maintaining accounts, and completing forms
Coordinate the onboarding of new Everence Retirement Services plans and facilitate communication between advisors and third-party providers to maintain day-to-day operations of existing plans
Provide customer service to advisors, employers, and participants

Everence Financial

About Everence Financial

About us Integrating faith and finances Everence® is a Christian-based, member-owned financial services organization dedicated to helping individuals, organizations and congregations incorporate their faith and values with their decisions about money. Through our national team of professionals, Everence offers banking, insurance, investments, asset management, financial planning, charitable and other financial services with community benefits and stewardship education. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Who we serve Everence is the stewardship agency of the Mennonite Church USA, an Anabaptist denomination, and has long-standing ties to other denominations with historic Anabaptist roots. Many of our members belong to denominations that have historic roots or relationships with the Anabaptist faith community. Everence products and services are open to everyone who is interested in practicing stewardship that aligns with our founding values. Disclosure Securities offered through Concourse Financial Group Securities, Inc., member FINRA/SIPC. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719.

Founded: 2018

Company size: 201 - 500

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Job description

POSITION SUMMARY
Carries out the daily operations activities related to Everence annuities, Mennonite Retirement Trust (MRT), and Everence Retirement Services (ERS).

RESPONSIBILITIES AND DUTIES

Collaborate with other staff to carry out day-to-day administrative tasks for retirement plans and annuities (e.g., processing or approving surrenders, maturities, retirement payments, correspondence, and tax reporting).
Understand MRT, annuity and ERS products to assist employers, congregations, participants and advisors in establishing accounts, completing enrollment materials, maintaining accounts and completing forms.
Work with service providers to maintain daily operations.
Coordinate the onboarding of new Everence Retirement Services plans and facilitate communication between advisors and third-party providers to maintain the day-to-day operations of existing Everence Retirement Services plans.
Provide customer service to advisors, employers, and participants.
Collaborate with other staff to produce operational and participant reports.
Develop and maintain expertise in annuities and retirement products.
Assist with compliance activities for all retirement products.
Assist in keeping all administrative forms, manuals, and form letters up to date.
Assist in maintaining all retirement operations systems and procedures.
Complete other projects as assigned by the Director of Retirement Plan Services.

QUALIFICATIONS

Education:
College graduate

Experience:
Prior experience in the financial services industry is preferred

Skills and Abilities:

Background in retirement products and operations is desired
Ability to take initiative and work both 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 clearly and simply communicate technical information
The ability to handle multiple projects
Strong customer service skills
Either possess or be willing to obtain professional retirement certifications
Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time