Overview

LOCATION: Goshen Corporate
HOURS: 32-40

PURPOSE: Retirement Services Operations is looking for a motivated intern to support our team. The internship would provide experience in financial service operations with a focus on retirement related products. You will work closely with various financial services products for individuals and organizations, such as retirement plans and annuities.

RESPONSIBILTIES:
·         Retirement plan documentation – assist in drafting retirement plan documentation. Work with organizations to update and approve plan documentation as appropriate. Assist in required update of adoption agreements for all Mennonite Retirement Trust employers.

·         Record maintenance – support retirement services through organization of historical records and documents.

·         Client website support – provide access and training for retirement plan websites to organization representatives.

·         Standard Operating Procedures – Assist in organizing the storage system and helping team members draft and revise SOPs.

·         Work with Everence Annuities clients to update systematic payments from paper checks to ACH payments.

·         Administrative Support – Provide general administrative support to the Retirement Services Operations team across all products.

REQUIREMENTS:
·         Undergraduate student pursuing a degree in business, accounting, or HR

·         Strong analytical, creative, and problem-solving skills

·         Detail-oriented with strong communication skills

·         Able to quickly learn new IT applications

·         Self-motivated to work well independently or in a team environment

·         Exceptional time management

About Everence Financial

Everence is a place where employees can experience meaningful work while sharing their talents for the greater good. We seek to be an organization that nurtures a diverse workforce by fostering inclusion, sensitivity, understanding and mutual respect among employees. As an employer of choice, we offer employees a pleasant, safe, efficient work environment; use of advanced technology; growth opportunities; professional development; and a rewarding benefit package.

We offer banking, insurance, investments, asset management, financial planning and other financial services with community benefits and stewardship education. Everence serves individuals, organizations and congregations that share the stewardship principle that all we are and all we have are from God (Psalm 24) – a historic biblical belief of Mennonite/Anabaptist Christians. Everence products and services are comprehensive and open to anyone who is interested in practicing stewardship that aligns with our founding values.