Trust & Investment Administrator

Administrator Position

Serve as an administrator on the Servicing Team and New Account Team for Everence Asset Management (EAM) to include investment and charitable products.

• Provides timely, consistent support and communication to the EAM Concierge Team and field staff.
• Administers and maintains accounts, including IRA's and Investment Management Accounts.
• Responsible for compliance and suitability analysis prior to new account acceptance.
• Responsible for opening new accounts.
• Assists in identifying efficiencies and improvements for new and existing services, including supporting the process of clearly documenting procedures.
• Responsible for comprehending current products and services offered to competently assist field staff.
• Provides timely decisions and consistent day-to-day support to core and direct market field staff.
• Identifies and supports innovation and implementation of new products and services.
• Collaborates with other team members to handle high-volume activity during peak business cycles.
• Assists in cross-training with team members, especially in relation to the EAM New Account Team and EAM Servicing Team, to provide for depth and continuity of support services.
• Participates in communications and training for field staff as requested.
• Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living.
• Other tasks assigned by supervisor.

Education:

High school diploma or GED equivalent; college degree preferred

• Investment advisory or administration experience preferred
• Experience in banking, trust, financial services, etc. preferred

• Ability and willingness to obtain specialized product knowledge and training as requested
• High level of interpersonal skill
• Exceptional ability to manage time and prioritize individual workload
• Ability to exercise appropriate discretion and make decisions
• Strong written and verbal communication 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
• Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

Supervisory Responsibilities:

None

Schedule:

Full-time