Brethren Benefit Trust (BBT) Seeks to Fill Two Positions
A client manager for the Brethren Foundation. The primary function is to provide field presence and backup support for the director of the Brethren Foundation and the manager of Brethren Foundation Operations. This position will allow for increased capacity of servicing clients and will provide backup support for Foundation staff. The ideal candidate will have an undergraduate degree in business and a strong working knowledge of investments. The successful candidate may be required to obtain additional financial credentials. This position requires a person who enjoys working with people; is detail oriented and has the ability to prioritize workloads; is proficient with computer systems and applications; and possesses exceptional organizational skills. Impeccable follow-up abilities are a must. BBT seeks candidates with strong verbal and written communications skills, proficiency in Microsoft Office Suite, demonstrated track record of providing superior customer service, and a willingness and ability to expand knowledge and effectiveness through classes and workshops. Current and active membership in the Church of the Brethren is preferred; current and active membership in a faith community is required.
A retirement planning consultant. The primary function is to provide financial education and appropriate resources to members in our Pension Plan and Insurance Plans, aiding them in their goals to get them to and through retirement. Duties include creating and administering a financial planning program that empowers members in their retirement readiness preparations. Identifying and promoting appropriate financial planning tools (i.e. pension record-keeping interface, Money Tree software, and other planning tools), while supporting participants in meeting their personal financial goals. The ideal candidate will have an undergraduate degree in business and a strong working knowledge of financial planning/investments. Additional designations will be required to obtain (i.e. CRPC or CFP). This position requires a person who enjoys working with people; is detail oriented and has the ability to prioritize workloads; proficient with computer systems and applications; and exceptional organizational skills. Impeccable follow-up abilities are a must. BBT seeks candidates with strong verbal and written communications skills, proficiency in Microsoft Office Suite, and a demonstrated track record of providing superior customer service and a willingness and ability to expand knowledge and effectiveness through classes and workshops. Current and active membership in the Church of the Brethren is preferred; current and active membership in a faith community is required. This position requires some business travel.
These are full-time, exempt positions based at the Church of the Brethren General Offices in Elgin, Ill. Salary and benefits are competitive with organizations of comparable size and scope of services. A full benefits package is included. Send a letter of interest, résumé, three professional references, and salary-range expectation to Donna March at 1505 Dundee Ave., Elgin, IL 60120, or dmarch@cobbt.org. For more information about Brethren Benefit Trust visit www.cobbt.org.
A retirement planning consultant. The primary function is to provide financial education and appropriate resources to members in our Pension Plan and Insurance Plans, aiding them in their goals to get them to and through retirement. Duties include creating and administering a financial planning program that empowers members in their retirement readiness preparations. Identifying and promoting appropriate financial planning tools (i.e. pension record-keeping interface, Money Tree software, and other planning tools), while supporting participants in meeting their personal financial goals. The ideal candidate will have an undergraduate degree in business and a strong working knowledge of financial planning/investments. Additional designations will be required to obtain (i.e. CRPC or CFP). This position requires a person who enjoys working with people; is detail oriented and has the ability to prioritize workloads; proficient with computer systems and applications; and exceptional organizational skills. Impeccable follow-up abilities are a must. BBT seeks candidates with strong verbal and written communications skills, proficiency in Microsoft Office Suite, and a demonstrated track record of providing superior customer service and a willingness and ability to expand knowledge and effectiveness through classes and workshops. Current and active membership in the Church of the Brethren is preferred; current and active membership in a faith community is required. This position requires some business travel.
These are full-time, exempt positions based at the Church of the Brethren General Offices in Elgin, Ill. Salary and benefits are competitive with organizations of comparable size and scope of services. A full benefits package is included. Send a letter of interest, résumé, three professional references, and salary-range expectation to Donna March at 1505 Dundee Ave., Elgin, IL 60120, or dmarch@cobbt.org. For more information about Brethren Benefit Trust visit www.cobbt.org.
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