Demo

Fund Administration and Operations Specialist

Lincoln Financial
Fort Wayne, IN Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 5/20/2025

Alternate Locations : Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)

Work Arrangement :

Hybrid / Common Days : Work 2-3 days a week in a Lincoln office with a designated workspace.

Relocation assistance :    is not available for this opportunity.

Requisition # :  74245

The Role at a Glance

This position provides support and coordination of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex.  Specifically, this role will have oversight of pricing vendors during the nightly unit value process (hours are generally noon to 9 PM ET).  Additional responsibilities include assisting in variable product releases, separate account reconciliations, and LVIP transfer agency oversight.

What you'll be doing

As Fund Administration and Operations - Specialist you will gain experience in :

  • Operational and accounting functions related to variable separate accounts.
  • Mutual fund transfer agency functions, in both an operational and oversight role.
  • Supporting solution designing to enhance reporting and analytic capabilities.
  • Assisting with developing automated solutions to streamline processes.
  • Helping to transition manual deliverables to automated reports.
  • Maintaining robust process and production documentation.
  • Documenting changes and follow change management procedures.

What we’re looking for

Must Have :

  • Undergraduate degree or 4 years of comparable work experience.
  • 1-3 progressively increasing industry related work experience within mutual fund accounting / administration or public administration that directly aligns with the specific responsibilities for this position.
  • Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Strong analytical and problem-solving skills; Independent, motivated, and collaborative.
  • Effective written and verbal communication skills.
  • Demonstrated commitment to continuous learning and development.
  • Advanced Excel skills.
  • Nice to Have :

  • Experience with variable life or annuity products.
  • Experience writing SQL or VBA is a plus.
  • Application Deadline

    Applications for this position will be accepted through April 18, 2025 , subject to earlier closure due to applicant volume

    What’s it like to work here?

    At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

    What’s in it for you :

    Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

    Leadership development and virtual training opportunities

    PTO / parental leave

    Competitive 401K and employee benefits

    Free financial counseling, health coaching and employee assistance program

    Tuition assistance program

    A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

    Effective productivity / technology tools and training

    The pay range for this position is $53,500 - $96,300 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

    About The Company

    Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE : LNC) and its affiliates. Learn more at LincolnFinancial.com.

    Lincoln is committed to creating a  diverse and inclusive  environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

    Follow us on Facebook , X , LinkedIn , and Instagram . For the latest company news, visit our newsroom .

    Be Aware of Fraudulent Recruiting Activities

    If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

    Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

    Additional Information

    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 or 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, Veteran 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.

    This Employer Participates in E-Verify. See the E-Verify notices.

    Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

    Salary : $53,500 - $96,300

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