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Supports equity index portfolio management through portfolio construction, rebalancing, optimization, performance attribution, and tracking error analysis. Conducts fixed-income credit research, issuer analysis, sustainability assessments, sector monitoring, and risk analysis. Uses investment software and Excel-based tools to improve portfolio analytics and processes, while exploring AI and data technologies. Contributes to investment discussions and communicates portfolio strategy and performance. Occasional travel is required for conferences and training.

Provides administrative, technical, and customer service support to financial consultants and clients. Maintains CRM, client files, compliance records, forms, and financial service documentation; prepares investment reviews, applications, reports, and correspondence; monitors trades and account activity; handles inquiries, scheduling, mailings, and office processes; and assists with sales, marketing, and client communications.

Leads lending strategy and operations across Everence, overseeing consumer, mortgage, business, church, and commercial lending. Manages loan portfolios, underwriting, collections, servicing, lending policies, regulatory compliance, staff development, and cross-department coordination. Chairs the Everence Church Loan Committee, supports new lending initiatives, and develops products and balance-sheet opportunities while advancing organizational financial-well-being goals.

Provide holistic investment, insurance, charitable giving, and retirement planning advice to organizations, leaders, and employees. Generate new business, manage client relationships, present to boards and finance committees, promote financial products, and develop referrals. Maintain required licenses, compliance knowledge, product expertise, and CRM records while supporting Everence’s faith-based mission. The role requires regional travel throughout Pennsylvania and occasional national overnight travel.

Supports fixed income portfolio managers through credit research, quantitative analysis, issuer and sector monitoring, sustainability assessment, and written investment recommendations. Assists with domestic equity index fund management, including index tracking and rebalancing analysis. Builds Excel-based models, uses investment platforms, presents research views, and contributes to investment decisions. Requires occasional travel to conferences and seminars.

Supports the Accounting team during tax season by maintaining accounts in OneSource, updating Excel logs, assisting with fiduciary tax return preparation and review, mailing tax documents, and contributing to special projects. The intern must be detail-oriented, organized, accurate, proficient in Microsoft Word and Excel, and enrolled as a junior or senior accounting student.

Supervises administrative assistants and supports client service representatives across regional offices. Responsibilities include coaching, hiring assistance, onboarding, staffing schedules, office management, client satisfaction, process improvement, administrative support, event logistics, compliance documentation, and coordination with leadership, HR, and IT. The role also handles client inquiries, maintains records, supports financial services activities, and participates in leadership and operational initiatives.

Processes and reconciles ACH transactions, exceptions, returns, reversals, stop payments, disputes, and overdraft activity. Researches account discrepancies, completes adjustments and charge-offs, monitors risk, and escalates suspicious transactions. Maintains regulatory and audit documentation, supports internal departments and branches, prepares ACH reports, and assists with testing, training, and process improvements. Ensures compliance with NACHA rules, Regulation E, BSA requirements, credit union policies, and internal controls.