Posting Date

Responsibilities and duties

  1. Collaborate with other annuity staff to carry out the day to day administrative tasks in retirement plans, e.g. processing or approving surrenders, maturities, retirement payments, correspondence, tax reporting.
  2. Work with MRT service provider, MRT employers and internal staff to maintain daily operations.
  3. Coordinate the on-boarding of new Everence Retirement Services plans and facilitate communication between advisors and third-party providers to maintain the day to day operation of existing
  4. Everence Retirement Services plans.
  5. Provide customer service to advisors, employers and participants.
  6. Oversee the production of operation and participant reports.
  7. Develop and maintain understanding and expertise in annuities and retirement products, and assist in monitoring and maintaining legal compliance.
  8. Assist in compliance activities related to all retirement products.
  9. Keep all administrative forms, manuals, and form letters current.
  10. Maintain all retirement operations systems and procedures.
  11. Complete other projects as assigned by the Vice-President of Financial Services.


Education: College graduate

Experience: Prior experience in the financial services industry is preferred.

Skills and Abilities:

  1. Background in retirement products and operations desired, but not required.
  2. Ability to take initiative, work independently and with others.
  3. Leadership ability with attention to detail.
  4. Strong working knowledge of Microsoft Access, Excel and Word. An aptitude for learning job-specific software applications.
  5. Strong written and oral communication skills, including the ability to read, understand, and communicate technical information clearly and simply.
  6. The ability to handle multiple projects.
  7. Good customer service skills.
  8. Either possess or willingness to obtain professional retirement certifications.

Schedule: Full-time

Location: Corporate Office - Goshen, Indiana

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