Enterprise Operations - Retirement Intern - Data & Retirement Operations
Christian Brothers ServicesAbout the role
Job DetailsJob Location: ROMEOVILLE, IL 60446Salary Range: $17.00 - $17.00 HourlyChristian Brothers Services (CBS) is a nonprofit organization providing health, retirement, risk, and consulting solutions to Catholic organizations nationwide. With more than 250 employees, CBS delivers mission-driven services through strong financial stewardship and operational excellence.
We are seeking a motivated Retirement Intern – Data & Retirement Operations to support the Enterprise Operations – Retirement team. While this position reports through the Enterprise Operations division, interns collaborate across the full Retirement division and gain exposure to both Retirement Solutions and Enterprise Operations. This position provides hands-on experience supporting pension and 403(b) retirement plan operations, including participant data management, plan administration activities, and operational projects.
This is a structured, paid summer internship designed to provide meaningful work experience and direct mentorship.
Pay Rate: $17.00/hour
What You’ll Gain
Exposure to retirement plan administration, including defined benefit pension and 403(b) plans
Experience working with large data files and financial systems supporting retirement programs
Hands-on experience supporting pension calculations, data reconciliation, and operational processes
Collaboration with teams across both Retirement Solutions and Enterprise Operations
Professional mentorship within a mission-driven organization
Key Responsibilities
Retirement Solutions Project Support
Prepare and reconcile participant and employer data files using Excel and other systems
Merge and manage data from multiple sources while resolving duplicate records and format differences
Support calculations related to pension liabilities and amortization reporting
Convert data between systems to support operational processing and reporting needs
Review and update Salesforce account records to ensure data accuracy
Maintain documentation libraries including FAQs, timelines, and internal process guides
Retirement Operations Support
Enter participant data changes into retirement administration systems for pension and 403(b) plans
Process pension verification letters and related documentation
Monitor outstanding benefit calculations and initiate follow-up procedures
Process beneficiary election updates and participant record changes
Support annual retirement plan mailings and system updates
Assist with actuarial valuation data cleanup and documentation management
Track and organize retirement plan adoption agreements and related documentation
Why CBS?
Paid internship ($17/hour)
Meaningful, hands-on project experience
Direct mentorship and professional exposure
Mission-driven organization serving communities nationwide
Qualifications
Pursuing a degree in Finance, Business, Data Analytics, Economics, Mathematics, Actuarial Science, or a related field
Strong analytical and organizational skills
Proficiency in Microsoft Excel
Strong attention to detail and problem-solving ability
Interest in retirement plan administration or financial operations
Student applicants must have completed their sophomore year of college prior to the start of the internship (i.e. you must be an incoming college Junior or Senior)
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