Posting Date

Responsibilities and duties 

  • Provide timely, consistent support and communication to EAM staff.
  • Assist in identifying efficiencies and improvements for new and existing services
  • Understand current products and services offered to competently assist EAM staff.
  • Provide timely opening and processing of ETC new accounts including IRA’s, Investment Management Accounts, Trusts and Estates.
  • Work collaboratively with EAM staff and in limited circumstances work directly with field staff to provide timely decisions and consistent support.
  • Provide support for innovation and implementation of new products and services.
  • Collaborate with other team members to handle high volume activity during peak business cycles.
  • Responsible to comprehend current products and services offered to competently assist department and field staff.
  • Assist in cross-training team members to provide for depth and continuity of support services.
  • Handle large amounts of incoming mail and faxes. Being able to recognize what is important and needs processing immediately.
  • Process accounts payable for the EAM Department
  • Assist clients that call in through the EAM Call Center
  • Be able to discern and set priorities on a daily basis.
  • Reflect and carry out the FAITH values.
  • Other tasks assigned by supervisor.


Qualifications

Education:

College degree 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.


Supervisory responsibilities

None

Schedule

Full-time

Location

Corporate office – Goshen, Indiana

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