Administrative Assistant II

Date: Feb 26, 2019

Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #58348

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 the Administrative Assistant II, you will support a wide range of project management and administrative tasks specifically supporting the Vice President for Lincoln’s Facilities & Business Services.   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 and initiatives to aid management in the successful and timely completion of projects.  You will provide a full range of administrative support for the Vice President.



Project 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
  • Creates non-routine reports and analysis regarding various medical and departmental data; delivers to departmental leaders to assist in decision-making
  • Prepares and summarizes miscellaneous reports and documents to identify data issues, trends, and follow-up requirements
  • 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. Proactively conduct research to add value to material.
  • Prepares expense reports and reconciles monthly credit card statements for Vice President and Medical Team.
  • 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.
  • Prepare confidential correspondence, documentation and personnel information, sorting and distributing mail, filing, etc. in the appropriate timeframe.
  • 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
  • Manages and maintains data integrity and reporting activities in support of the Life Solutions, Underwriting and New business organization


  • 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 



  • High School or GED (Minimum Required)




  • 2 - 3 Years clerical and/or administrative support experience that directly aligns with the specific responsibilities for this position. (Required)
  • Demonstrated experience in Project Management and/or Budgeting preferred
  • Advanced usage level of business technology tools is required
  • Advanced level knowledge and experience developing PowerPoint presentations and Excel documents utilizing formulas, creating graphs, and pivot tables required
  • Demonstrated experience in creating concise and effective written, graphical 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 performance targets 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.


Nearest Major Market: Philadelphia

Job Segment: Secretary, Underwriter, Clerical, Administrative Assistant, Change Management, Administrative, Insurance, Management