Sr. Financial Processor, RPS Money In

Date: Jan 9, 2019

Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana)

Relocation assistance is not available for this opportunity.

Requisition #58071

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 $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 a Sr. Financial Processor for the RPS Money In team, you will be responsible for reviewing, researching and processing routine retirement plan administration transactions.You will perform and deliver on routine assignments for your assigned area(s) of responsibility independently in accordance with established procedures/guidelines.

 

Responsibilities

 

  • Completes day to day training and mentoring with team members.
  • Ensures the accuracy and completeness of submitted information.
  • Escalates issues/concerns to more senior team members and/or management.
  • Maintains plan sponsor and participant data confidentiality.
  • Monitors incoming work queue and ensures items are completed in a timely manner.
  • Processes assigned 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.
  • Provides feedback to team members if changes are needed in the process.
  • Provides 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.

 

Education

 

  • High School diploma/GED or minimum Associate’s Degree in lieu of required experience

 

Experience

 

  • 0-1 year of general experience – need not be directly related to position
  • Processing or similar experience that aligns to the responsibilities for the role preferred
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Demonstrates strong organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to detail
  • Demonstrates strong written and verbal communication skills
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives tasks to completion

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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Nearest Major Market: Fort Wayne

Job Segment: Financial, Finance