What are the responsibilities and job description for the Trust and Investment Administrator position at Everence Financial?
Job Description
POSITION SUMMARY
Serve as an administrator for EAM to an assigned core market(s) that includes investment, charitable, and trust product accounts as well as accounts where Everence Trust Company has a fiduciary role. Will be a core team member in providing trust and charitable services to financial consultants and clients.
Responsibilities And Duties
Education: College degree in a business-related field preferred.
Experience: Investment advisory or administration experience preferred.
Skills and Abilities:
SCHEDULE: Full-time
LOCATION: Corporate office – Goshen, Indiana
POSITION SUMMARY
Serve as an administrator for EAM to an assigned core market(s) that includes investment, charitable, and trust product accounts as well as accounts where Everence Trust Company has a fiduciary role. Will be a core team member in providing trust and charitable services to financial consultants and clients.
Responsibilities And Duties
- Responsible to provide timely, consistent support and communication to sales and distribution staff.
- Responsible to provide timely decisions and consistent day to day support to core and direct market field staff and in limited circumstances work directly with clients.
- Responsible to identify efficiencies and improvements for new and existing services, including clearly documenting procedures.
- Responsible to comprehend current products and services offered to competently assist field staff.
- Responsible to identify and support innovation and implementation of new products and services.
- Collaborate with other team members to handle high volume activity during peak business cycles.
- Responsible to cross-train team members to provide for depth and continuity of support services.
- Participate in communications and training for field staff as requested.
- Assist clients that call in through the EAM Call Center
- Reflect and carry out the FAITH values
- Other tasks assigned by supervisor.
Education: College degree in a business-related field preferred.
Experience: Investment advisory or administration experience preferred.
Skills and Abilities:
- High level of interpersonal skill.
- Must be able to manage time and prioritize individual workload extremely well.
- Strong written and verbal communication and interpersonal skills.
- Proven administrative and organizational skills.
- Team oriented: must work very well with internal and external team members.
- Strong analytical abilities and problem-solving capabilities.
- Knowledge of Microsoft Office Suite programs.
- Ability to learn new software systems.
SCHEDULE: Full-time
LOCATION: Corporate office – Goshen, Indiana
