Administrative Asst. II, Insurance Finance

Date: Dec 7, 2023

Primary Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina)


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 #: 72548


The Role at a Glance

As the Administrative Assistant II, you will support a wide range of project management and administrative tasks specifically supporting Lincoln’s Insurance Finance Business.   You will be responsible for providing leadership support, coordination and prioritization of activities and communication both externally and internally within the organization.   This role will provide support and coordination as needed on a variety of projects, programs, and initiatives to aid management in the successful and timely completion of projects. The role will also review processes and recommend changes to support continuous improvement within Lincoln’s Insurance Finance Solutions business.

What you'll be doing

Project & Program Support & Operations
•    Serves as project manager for assigned initiatives (i.e. strategic) with oversight including project plans, preparing meeting agendas, identifying risk areas, budget preparation and budget management
•    Participates in and provides non-routine support to a wide variety of special projects and initiatives; coordinates project activities to facilitate successful and timely completion
•    Keeps abreast of current status of work and initiatives for his/her assigned area
•    Anticipates problems and proactively resolves issues on behalf of management or escalates to management when appropriate
•    Works independently delivering on routine but progressively more non-routine work, in accordance with established procedures and guidelines in a timely manner and meets deadlines appropriately.
General Administrative Support
•    Provides direct administrative support including answering calls, scheduling and coordinating meetings, taking meeting notes, processing/approving expenses, filing, supplies and travel coordination
•    Partner with the executive to capture strategies and messaging in innovative PowerPoint presentations. 
•    Anticipate problems and proactively resolve or escalate to executive when appropriate; actively listen and resolve issues on behalf of Executive. 
•    Assist with budget preparation and monthly budget variance monitoring and reporting.
•    Coordinates with, and may act as backup to other Executive Assistants
•    Conducts purchasing activities and disbursement requests related to various expense activities process invoices/payments as appropriate
•    Supports departmental employee engagement programs.  Previous activities have included wellness, social, and philanthropic employee activities.
•    Prepares professional and accurate responses to correspondence
•    Effectively interacts with all levels of the organization, including the executive leadership team
•    Facilitates internal and external communications maintaining accurate distribution lists
•    Demonstrates high levels of energy and professionalism to effectively interact with both internal and external executives and colleagues as well as external customers and consultants
•    Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
•    Prepares professional and accurate responses to correspondence 
•    Supports or leads organization of quarterly townhall including meeting set up, agenda development, presentation materials, technology & logistics, and survey of employees for continuous feedback

What we’re looking for

•    Associates’ Degree minimum required or 4+ years of experience working as an Administrative Assistant.  Project Management Skills preferred
•    Minimum of 3 years of experience in executive support that directly aligns with the specific responsibilities for this position
•    Demonstrated experience in Project/Program Management preferred
•    Knowledge of Finance Terminology preferred 
•    Expert level knowledge and experience developing PowerPoint presentations and Excel documents utilizing formulas and , creating graphs
•    Demonstrated experience in creating concise and effective written, graphical and verbal communications skills
•    A demonstrated track record of consistently meeting and/or exceeding performance expectations 


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:

  • A clearly defined career framework to help you successfully manage your career

  • 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


Pay Range: $28.82 - $34.00 


Actual base pay could vary 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, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of September 30, 2023, the company had $290 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


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. 


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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 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/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.

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Nearest Major Market: Greensboro

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