Retirement Services Operations Intern

POSITION SUMMARY

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.

RESPONSIBILITIES AND DUTIES

1. Retirement plan documentation: Assist in drafting retirement plan documentation. Work with organizations to update and approve plan documentation as appropriate. Assist in the required update of adoption agreements for all Mennonite Retirement Trust employers.
2. Record maintenance: Support retirement services through the organization of historical records and documents.
3. Client website support: Provide access and training for retirement plan websites to organization representatives.
4. Standard Operating Procedures: Assist in organizing the storage system and helping team members draft and revise SOPs.
5. Work with Everence Annuities clients to update systematic payments from paper checks to ACH payments.
6. Administrative Support: Provide general administrative support to the Retirement Services Operations team across all products. 

QUALIFICATIONS

Education: 

Undergraduate student pursuing a degree in business, accounting, or HR

Skills and Abilities:

1. Strong analytical, creative, and problem-solving skills
2. Detail-oriented with strong communication skills
3. Able to quickly learn new IT applications
4. Self-motivated to work well independently or in a team environment
5. Exceptional time management

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time; 32-40 hours per week

Please attach a cover letter in the process of applying for this position.