Retirement Services Operations Intern

Retirement Services Operations Intern

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