Trust and Investment Administrator

Job overview

The Trust and Investment Administrator role is onsite in Goshen, IN; compensation is not specified. The position supports Everence Asset Management’s servicing and new-account teams and aligns with Everence’s mission of empowering financial well-being for faith-inspired living. The role administers investment and charitable accounts, supports account opening and suitability review, and provides consistent assistance to field staff. It helps maintain reliable service through clear procedures, cross-training, and collaboration during high-volume periods.

What you'll do

• Support the EAM Concierge Team and field staff
• administer and maintain IRA and investment management accounts
• conduct compliance and suitability analysis before accepting new accounts
• open new accounts
• help identify service efficiencies and document procedures
• learn current products and services to assist field staff
• support product and service innovation
• collaborate during peak business cycles
• cross-train with the New Account and Servicing teams
• participate in field-staff communications and training as requested.

What we're looking for

Skills & competencies

trust administration

investment administration

account servicing

new accounts

ira accounts

investment management

compliance review

financial services

goshen in

everence

full-time

Work arrangement

• Weekend coverage required

Why this role

Supports investment and charitable products and Everence’s faith-inspired financial well-being mission.

About the employer

EVERENCE SERVICES, is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.