Job Description

Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Phoenix, AZ (Arizona)

Relocation assistance is not available for this opportunity.

Level: N2-1

Requisition 65177

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 $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

This position will perform and deliver on routine assignments for his/her assigned area(s) of responsibility independently in accordance with established procedures/guidelines. S/he will provide financial administrative and operational support to his/her assigned area(s). S/he will handle a variety of routine financial and administrative tasks, including phone calls, W-2 corrections, and other tasks as needed.

Duties and Responsibilities

Collaborates with his/her assigned area(s) and other departments to ensure processing requirements are met. Provides daily reports to his/her assigned area(s).

Completes processing in applicable system(s) according to established procedures.

Completes routine data entry in applicable system(s), with close attention to detail

Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.

Makes routine & 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

Meets or exceeds departmental quality and service standards.

Monitors all checks for tax withholdings or other deductions.

Performs task by applying core knowledge obtained from the role and acquires increasingly more knowledge to apply in the role.

Provides timely, accurate administrative support as needed to his/her assigned area(s).

Researches, identifies, and updates in the refund application, completes deposit slips.

Reviews refunds across systems and reconciles differences/errors

Reviews vendor requests for accuracy; updates vendor tracker daily.

Scans daily check deposits directly to the bank and retains claimant/vendor checks prior to appropriate destruction date.

Sets up vendors and communicates completed vendor creations; rejects referrals when incomplete or incorrect.

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

Updates applicable spreadsheets and/or logs with all pertinent information.

Validates refund report daily and distributes monthly to appropriate internal stakeholders. Provides monthly and year-end summary reports to senior management.

Validates Tax Identification Numbers for all referrals on IRS website.

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.

Other Skills and Abilities

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

Ability to work with others in a team environment.

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

Demonstrates ability to work in a fast-paced environment.

Demonstrates excellent 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 strong interpersonal skills with a collaborative style.

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

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

Finds common ground and can gain collaboration among management, colleagues and peers.

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

Successfully completes regulatory and job training requirements.

Education

High School or GED - Minimum Required

Certifications

Experience

0 - 1+ Years experience in a financially-oriented function directly aligned to the specific responsibilities of this role (Required )

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.

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