Role Description Carries out the daily operations activities related to Everence annuities, Mennonite Retirement Trust (MRT), and Everence Retirement Services (ERS). - Collaborate with other staff to carry out day-to-day administrative tasks for retirement plans and annuities (e.g., processing or approving surrenders, maturities, retirement payments, correspondence, and tax reporting). - Understand MRT, annuity and ERS products to assist employers, congregations, participants and advisors in establishing accounts, completing enrollment materials, maintaining accounts and completing forms. - Work with service providers to maintain daily operations. - Coordinate the onboarding of new Everence Retirement Services plans and facilitate communication between advisors and third-party providers to maintain the day-to-day operations of existing Everence Retirement Services plans. - Provide customer service to advisors, employers, and participants. - Collaborate with other staff to produce operational and participant reports. - Develop and maintain expertise in annuities and retirement products. - Assist with compliance activities for all retirement products. - Assist in keeping all administrative forms, manuals, and form letters up to date. - Assist in maintaining all retirement operations systems and procedures. - Complete other projects as assigned by the Director of Retirement Plan Services. Qualifications - Education: College graduate - Experience: Prior experience in the financial services industry is preferred - Skills and Abilities: - Background in retirement products and operations is desired - Ability to take initiative and work both independently and with others - Leadership ability with attention to detail - Strong working knowledge of Microsoft Access, Excel, and Word; an aptitude for learning job-specific software applications - Strong written and oral communication skills, including the ability to read, understand, and clearly and simply communicate technical information - The ability to handle multiple projects - Strong customer service skills - Either possess or be willing to obtain professional retirement certifications - Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living Requirements - None Benefits - Full-time

• Serve as the primary support contact for existing Tableau dashboards. • Troubleshoot issues, answer user questions, and assist with navigation and usage. • Monitor dashboards to proactively identify and resolve performance or data issues before they escalate. • Act as the first line of defense for incoming requests and incidents. • Triage tickets, resolve quick fixes, and escalate complex issues to appropriate team members. • Ensure timely diagnosis and resolution of dashboard-related problems to minimize downtime. • Help design, implement, and manage a structured ticketing system for analytics requests. • Create a centralized intake process for issues, enhancements, and support needs. • Track, prioritize, and report on incoming work to ensure visibility and accountability. • Reduce dependency on individual contributors by distributing workload effectively. • Support continuity of operations by maintaining documentation and standard processes. • Help prevent reactive “fire drills” by establishing proactive monitoring practices. • Partner with dashboard developers to reduce interruptions and protect development momentum. • Provide guidance and basic training to users to improve dashboard adoption and self-service. • Collaborate with data teams to ensure data quality and consistency.

• Perform ongoing data entry tasks as needed • Manage a calendar including scheduling, meetings, and travel arrangements • Prepare/ edit correspondence, communications, presentations, reports, and other docs • Coordinate meetings, set agendas, take minutes, and prepare follow ups / action items • Perform other ad-hoc tasks with limited instruction as needed • Assist with project management tasks (track deadlines/ coordinate to ensure success) • Serve as the primary point of contact between employees, clients, and external partners • Manage various billing, Accounts Payable and Accounts Receivable processes • Monitor inboxes and triage communications as needed • Create SOPs as needed

• Perform ongoing data entry tasks as needed • Manage a calendar including scheduling, meetings, and travel arrangements • Prepare/ edit correspondence, communications, presentations, reports, and other docs • Coordinate meetings, set agendas, take minutes, and prepare follow ups / action items • Perform other ad-hoc tasks with limited instruction as needed • Assist with project management tasks (track deadlines/ coordinate to ensure success) • Serve as the primary point of contact between employees, clients, and external partners • Manage various billing, Accounts Payable and Accounts Receivable processes • Monitor inboxes and triage communications as needed • Create SOPs as needed