Retirement Assistant Administrator

Job Description

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 required
• Ability to take initiative; working independently, as well as in a team environment
• Strong attention to detail and accuracy
• Strong written and oral communication skills, including the ability to read, understand, and communicate technical information clearly and simply
• Advanced proficiencies with Microsoft Office and ability to learn additional software programs
• Either possess or willingness to obtain professional retirement certifications
  
  

SUPERVISORY RESPONSIBILITIES: None

SCHEDULE: Full-time