Retirement Administrator

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    "requisitionDescription": "<div><p style=\"margin-left:0in;\" data-pasted=\"true\"><strong>POSITION SUMMARY</strong><br>Carries out the daily operations activities related to Everence annuities, Mennonite Retirement Trust (MRT), and Everence Retirement Services (ERS).&nbsp;</p><p style=\"margin-left:0in;\"><strong>RESPONSIBILITIES AND DUTIES</strong></p><div style=\"margin-left:0in;\"><ol style=\"list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin-left:0in;\">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).</li><li style=\"margin-left:0in;\">Understand MRT, annuity and ERS products to assist employers, congregations, participants and advisors in establishing accounts, completing enrollment materials, maintaining accounts and completing forms.</li><li style=\"margin-left:0in;\">Work with service providers to maintain daily operations.</li><li style=\"margin-left:0in;\">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.</li><li style=\"margin-left:0in;\">Provide customer service to advisors, employers, and participants.</li><li style=\"margin-left:0in;\">Collaborate with other staff to produce operational and participant reports.</li><li style=\"margin-left:0in;\">Develop and maintain expertise in annuities and retirement products.</li><li style=\"margin-left:0in;\">Assist with compliance activities for all retirement products.</li><li style=\"margin-left:0in;\">Assist in keeping all administrative forms, manuals, and form letters&nbsp;up to date.</li><li style=\"margin-left:0in;\">Assist in maintaining all retirement operations systems and procedures.</li><li style=\"margin-left:0in;\">Complete other projects as assigned by the Director of Retirement Plan Services.</li></ol></div><p style=\"margin-left:0in;\"><strong><br>&nbsp;QUALIFICATIONS</strong></p><p style=\"margin-left:0in;\"><u>Education</u>:&nbsp;<br>College graduate</p><p style=\"margin-left:0in;\"><u>Experience</u>:&nbsp;<br>Prior experience in the financial services industry is preferred</p><p style=\"margin-left:0in;\"><u>Skills and Abilities</u>:</p><div style=\"margin-left:0in;\"><ol style=\"list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin-left:0in;\">Background in retirement products and operations&nbsp;is desired</li><li style=\"margin-left:0in;\">Ability to take initiative and work both independently and with others</li><li style=\"margin-left:0in;\">Leadership ability with attention to detail</li><li style=\"margin-left:0in;\">Strong working knowledge of Microsoft Access, Excel, and Word; an aptitude for learning job-specific software applications</li><li style=\"margin-left:0in;\">Strong written and oral communication skills, including the ability to read, understand, and clearly and simply communicate technical information</li><li style=\"margin-left:0in;\">The ability to handle multiple projects</li><li style=\"margin-left:0in;\">Strong customer service skills</li><li style=\"margin-left:0in;\">Either possess or be willing to obtain professional retirement certifications</li><li style=\"margin-left:0in;\">Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living</li></ol></div><p style=\"margin-left:.25in;\"><br></p><p><strong>SUPERVISORY RESPONSIBILITIES:&nbsp;</strong>None<br><strong>SCHEDULE:&nbsp;</strong>Full-time</p></div>\n",
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