Description
The Account Administrator supports Everence Asset Management’s Servicing Team and New Account Team by administering IRA and investment management accounts, opening new accounts, performing compliance and suitability analysis, supporting field staff, documenting procedures, assisting with product innovation, and collaborating during high-volume periods. The role requires a high school diploma or GED equivalent, with a college degree preferred, and seeks investment advisory or administration and banking, trust, or financial-services experience. It is a full-time position with no supervisory responsibilities.
