Fund Administration and Operations Specialist providing support for financial operations at Lincoln Financial. Managing trades, reconciliations, and supporting automated reporting solutions.
Responsibilities
Provide support and coordination of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex
Responsible for placing trades prior to the stock market open related to our separate accounts and LVIPT funds (hours are generally 4AM to 1PM ET)
Assisting in variable product releases
Separate account reconciliations
LVIP transfer agency oversight
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 following change management procedures
Requirements
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
Experience with variable life or annuity products (Nice-to-haves)
Experience writing SQL or VBA is a plus (Nice-to-haves)
Benefits
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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
Work arrangements that work for you
Effective productivity/technology tools and training
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