Retirement Administrator

EVERENCE SERVICES,•Goshen, IN

About The Position

Carries out the daily operations activities related to Everence annuities, Mennonite Retirement Trust (MRT), and Everence Retirement Services (ERS). This role involves collaborating with other staff to manage day-to-day administrative tasks for retirement plans and annuities, understanding various products to assist stakeholders, and working with service providers to ensure smooth operations. The position also includes coordinating new plan onboarding, providing customer service, producing reports, developing expertise in retirement products, assisting with compliance, and maintaining administrative systems and procedures.

Requirements

College graduate
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

Nice To Haves

Prior experience in the financial services industry is preferred

Responsibilities

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.