Alternate Locations: Portland, OR (Oregon)
Relocation assistance is not available for this opportunity.
About the Company
Lincoln Financial Group provides advice and solutions that help empower people 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 Field Operations Administrator will serve as the operational resource for the field office in the advisor based business .They will provide support to Lincoln Financial Advisors (LFA) field offices.This personwill supporta Director of Operations/Business Operations Managerand may support more than one office in both operations and compliance. The division of responsibilities will depend on the specific regional planning office supported.
- Performs front desk support, including but not limited to, answering calls, directing visitors, mail sorting, and document imaging
- Proactively ensures that required Books & Records files for all assigned offices are maintained in accordance with LFA policy in audit-ready state.
- Works with local management during field audits and supervisory visits.
- EnsuresLFA required compliance trainingfor new hires, planner assistants and advisors, is completed within required timeframes through documented communications and meetings independently under general supervision.
- Be a resource to answer or assist with questions on any compliance, policies and procedural questions from advisors.
- Work closely with leadership team to ensure consistent day to day operations of the office.
- Daily maintenance and ordering of supplies for multi-function machines. Liaison with vendors and building management.
- Track variable expenses like postage, phone usage, FedEx usage and submit monthly reporting.
- Makes routine and non-routine decisions under close supervision, applying limited discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures/guidelines.
- Performs task by applying core knowledge obtained from the role and acquires increasingly more knowledge to apply in the role.
- Communicates compliance issues to local and LFA management and disseminate compliance-related material at the direction of LFN Compliance.
- Coordinates new hire licensing and contracting for new recruits.
- Performs a diverse range of tasks/transactions related to common programs and services by directly applying expanded knowledge obtained from the role in increasingly more complex situations.
- Provides assistance to other core positions (including local management) as needed to support the office.
- Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
- Works independently delivering on routine but progressively more non-routine work, in accordance with established procedures and guidelines in a timely manner and meets deadlines appropriately.
- Makes routine and progressively more non-routine decisions independently, in accordance with established procedures and guidelines.
- Shares a diverse range of knowledge and information and/or enables less experienced team members to perform his/her assignments.
- High School Diploma or GED or 4+ years work experience that directly aligns with the specific responsibilities for this position
- 3-5 years experience in the financial services industry preferredthat directly aligns with the specific responsibilities for this position
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Demonstrates strong written and verbal communication skills.
- Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Ability to read, analyze and interpret internal documents such as policy and procedures and standard operating procedures.
- Define problems, collect data, establish facts and draw valid conclusions.
- Demonstrates ability to evaluate information and the implications of a course of action or solution.
- Ability to work with others in a team environment.
- Demonstrates the ability to use sound judgment and discretion regarding confidential information.
- Successfully completes regulatory and job training requirements.
- Demonstrates ability to work in a fast-paced environment.
This position may be subject to Lincolns 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 Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.