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Job Information

Lincoln Financial Group Financial Processor Asst, RPS Money In in Fort Wayne, Indiana

Alternate Locations: Fort Wayne, IN (Indiana)

Relocation assistance is not available for this opportunity.

Level: N1-1

Requisition #64921

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 customer’s 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 $238 billion in assets under management as of December 31, 2018.

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.

General Purpose of Job

The Financial Processor Asst, RPS Money In will be responsible for reviewing, researching and processing highly routine retirement plan administration transactions. This position will perform and deliver on highly routine work for his/her assigned area(s) of responsibility in accordance with established procedures/guidelines.

Duties and Responsibilities

  • Processes assigned highly routine transactions including but not limited to enrollments, contributions and distributions in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standards.

  • Ensures the accuracy and completeness of submitted information.

  • Monitors incoming work queue and ensures items are completed in a timely manner.

  • Escalates issues/concerns to more senior team members and/or management.

  • Maintains plan sponsor and participant data confidentiality.

  • Provides feedback to team members if changes are needed in the process.

  • Provides highly routine technical retirement plan information to internal and/or external stakeholders, recognizes what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs.

  • Delivers highly routine work and provides general information, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.

  • Performs basic task/transactions related to common programs and services by acquiring core knowledge required for the role.

  • Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

  • Meets or exceeds departmental quality and service standards.

  • Works overtime as needed.

Additional Position Responsibilities

  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

  • Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes

  • Performs other duties as required.

  • Remains current in profession and industry trends.

Education

  • High School or GED - Minimum Required

Experience

  • No prior experience is required

  • Previous data entry experience preferred

Other Skills and Abilities

  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

  • Ability to perform repetitive tasks while maintaining speed of work, accuracy and attention to detail without loss to productivity.

  • Ability to perform under stress in cases of emergency, critical or hazardous situations.

  • Ability to work with others in a team environment.

  • Demonstrates ability to work in a fast-paced environment.

  • Demonstrates interpersonal skills with a collaborative style.

  • Demonstrates organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

  • Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.).

  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.

  • Successfully completes regulatory and job training requirements.

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.

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.

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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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

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