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Field Operations Administrator

Lincoln Financial Group Southfield, MI
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Job Description

Alternate Locations:Detroit, MI (Michigan); Southfield, MI (Michigan)


Relocation assistance is not available for this opportunity.



Requisition #57409


About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

 

As the Field Operations Administrator, you will function as a regional resource for several field offices in our advisor based business. You will provide technical support, customer support and administrative support for the Division.  This role reports to the Business Operations Manager and is responsible for support in the areas of compliance and operations, and requires teamwork across the region.  The division of responsibilities will depend on the specific RPO supported.

 

Responsibilities:

 

Customer Service/Transition Support

  • New Advisors / Transition Support:  Help, assist, orient and manage new advisor transition for the RPO using national, regional and local resources to smoothly transition a new hire.  Facilitate training and/or train on national and regional processes, systems, compliance, operations responsibilities/procedures and platforms.  Ensure that advisors are being introduced to key areas within Lincoln. 
  • Existing Clients / Relationships:  Maintain relationships with leadership, brokers, advisors, and prospects internally and externally, providing sales support including contracting, licensing, paperwork, and other resources as needed.  Ensure existing clientele are being trained and updated with new/current technologies.  Administer training sessions and send communications to update monthly compliance and operations responsibilities.

 

Administrative/Office Support

  • Front Desk Support: Provide exceptional customer service at front desk.  Maintenance of office and kitchen supply inventory as needed.  Receive and review incoming mail, as well as prepare   outgoing mail and overnight packages.  Schedule and co-ordinate office facility repairs and maintenance.
  • Administrative Support: Oversee and coordinate administrative support ensuring a predictable and smooth environment.  Assist in various projects as needed and monitor progress through completion.  Assist with compliance tasks that may include weekly trade blotters, incoming check log, sales authorization, and our electronic imaging system. Assist with RPO administrative tasks which could include maintaining office and divisional directories, assisting with local event planning and coordination.  Provide backup to other core positions as needed.

 

Education

  • High School diploma or equivalent required. Undergraduate degree with concentration in business or finance preferred

 

Experience

  • 1-3 years of experience in financial services industry preferred
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Strong administrative, technical, and customer facing skills desired

 

Skills

  • Maintains strong attention to detail in a fastpaced environment
  • Excellent time management skills
  • Strong followthrough and high execution skills
  • Excellent verbal and written communication skills
  • Ability to problem solve and use good judgment
  • Microsoft Office Suite (Word, Excel, PowerPoint, & Outlook)
  • Software applications for CRM systems
  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
  • Read and interpret documents such as policies, proposals, claims, and standard operating procedures  #LI-AY1

 

 

 


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.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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.






Job Details

Date Posted October 11, 2018
Date Closes November 10, 2018
Requisition 57409-en_US
Located In Southfield, MI
Department Administrative Services
SOC Category 00-0000.00
Location