Operations Administrator Date: Apr 20, 2018 Location: Columbus, OH, US Company: Lincoln Financial Alternate Locations: Columbus, OH (Ohio) Relocation assistance is not available for this opportunity. Requisition #51001 About The Company Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015. The Role As Operations Administrator, you will support leadership in day to day service including troubleshooting operational, service, facilities, and compliance issues. You are frequently the first point of contact, always exhibiting a professional and courteous demeanor with callers, visitors and Lincoln associates. Responsibilities Client Service Responsible for directing service requests and In-force illustration process, ensuring same-day hand-off to active planners/assistants, or forwarding to internal stakeholders in Customer Service Reassignments Assist managers with recoding of accounts for all lines of business Maintain file documentation of changes made Licensing, Contracting, and/or Onboarding : May coordinate new hire onboarding and licensing processes to include pre-hire paperwork for unregistered and registered/contracted and non-contracted associated persons Compliance Support Prepare uniform transaction blotter and submit it per LFA guidelines for principal review Collect documents necessary and upload into document review and maintenance system Submit Advertising Approval material to back office for approval through online Systems Upon request, handle internal as well as regulatory audits by providing appropriate records to the auditor. This may include ensuring audit ready status at all times Operational support Work closely with leadership team to ensure smooth day to day operations of the office Front Desk Support : Answer phones and direct visitors; perform administrative tasks including mail sorting and document imaging Facilities Maintenance Daily maintenance of equipment and supplies Order supplies Liaison with vendors and building management Finance: Track variable expenses, and submit monthly reporting Teamwork: Interact with co-workers and associates in a courteous and respectful manner to create a positive work atmosphere Work with each member of the office to achieve priorities, proactively aiding and assisting whenever possible to achieve maximum total office results Education High school diploma or GED; College degree preferred Experience 1-3 years of experience in financial services that directly aligns with the specific responsibilities for this role Strong desire to work in a fast-paced Financial Services sales environment Excellent verbal and written communication skills Proven aptitude with MS Word, Excel, PowerPoint, Outlook Extremely well-organized with ability to prioritize; appropriate sense of urgency Proactive approach to problem-solving and attention to detail Self-directed and resourceful, with a strong work ethic Proven ability to multi-task and be flexible Service orientation in support of all definitions of clients A demonstrated track record of consistently meeting and/or exceeding performance expectations Possesses a bias for action and avoids workplace distractions Drives tasks to completion This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Nearest Major Market: Columbus Nearest Secondary Market: Dublin Job Segment: Law, Advertising, Compliance, Front Desk, Legal, Marketing, Administrative
Please click here, if the job didn't load correctly.
Please wait. You are being redirected to the job in 3 seconds.
