Cashiering Service Processor

Date: Sep 9, 2022

Primary Location: Philadelphia, PA, US

Company: Lincoln Financial

 Alternate Locations: Philadelphia, PA (Pennsylvania); Fort Wayne, IN (Indiana)


Work Arrangement: Hybrid/Office


Relocation assistance: is not available for this opportunity.


Requisition #: 69853



The Role at a Glance:

Lincoln Financial Advisors (LFA) and Lincoln Financial Securities (LFS) are both member broker dealers of Lincoln Financial Network (LFN), the retail distribution force for Lincoln Financial Group (LFG), the marketing name for Lincoln National Corporation (LNC) and its affiliates. Our Cashiering Service Processor position is located within the LFN Investment Services Department and will work independently within a team to provide workflow related services and expertise to both internal and external customers and is integral to the success of the broker-dealer back office operation.

What you'll be doing:

  • Processes client maintenance requests such as name, address or beneficiary changes, account documentation updates, etc.
  • May participate in establishing brokerage/advisory accounts
  • Processes field representative code migrations and delivers changes to appropriate sponsor and clearing firms
  • Successfully completes regulatory and job training requirements
  • Makes a positive contribution by making suggestions for improvement and continuing to learn new skills, procedures and processes
  • Administers all business in accordance with FINRA, SEC, MSRB and OCC regulations while adhering to company and site policies and procedures
  • Identifies and resolves items within the imaging system
  • Monitors team email inbox for internal requests and handles accordingly
  • Maintains updated list of sponsor company contact information including addresses and fax numbers
  • Prepares form letters to notify sponsor companies of representative or client updates
  • Processes checks, wires and EFTs for client accounts
  • Set-up systematic money movement plans



What we're looking for:


  • 1-2 years’ experience in the financial services industry that directly aligns with the specific responsibilities preferred
  • High School Degree
  • Analytical skills and close attention to detail is necessary to determine proper processing of investment documents
  • Effective verbal and written communication skills
  • Reading skills to interpret documents in standard English text such as policies, proposals, applications and procedures
  • Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
  • Skill in analyzing information, problems, situations, practices or procedures
  • Skill in systematically arranging documents into groups or categories according to established criteria
  • Ability to prioritize work based on business needs
  • Ability to multitask between daily and weekly work assignments
  • Ability to adapt quickly in a changing work environment
  • Ability to work independently in a team environment


  • Some college preferred
  • Series 6 preferred
  • Spanish or other foreign language skills a plus


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


Work Arrangement

Hybrid/Office : Employees will work in a Lincoln office on average more days per week.


 About The Company

Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.


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. 


Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at


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: Philadelphia

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