Field Office Administrative Assistant - Westlake Village, CA

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Date: Apr 13, 2024

Primary Location: Westlake Village, CA, US

Company: Lincoln Financial

Alternate Locations: Westlake Village, CA (California)

 

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 #: 72836

 

The Role at a Glance

We are looking for a Field Operations Lead to support the Westlake Village Regional Planning Office. This position will provide high-level service to internal and external customers while assisting the manager with the day to day operations. In this position you will perform and deliver on routine and non-routine assignments for your assigned area(s) of responsibility independently and in accordance with established procedures/guidelines. You will work in a fast-paced environment that will support operations in multiple locations, products, and administrative systems.
 

What you'll be doing

•    Providing exceptional front desk and office support which may include: excellent customer service, greeting and directing clients, answering phones, maintenance of kitchen and supplies, preparing mail and overnight packages, receiving and reviewing incoming mail, tracking expenses, advertising submittals, daily maintenance of equipment and other tasks as needed.
•    Administering all business in accordance with FINRA, SEC, MSRB and OCC regulations while adhering to company and site policies and procedures.
•    Identifying the need for workload adjustments and working with management to balance incoming work, ensuring completion within established department service standards.
•    May be responsible for managing the transition of new Financial Professionals by ensuring that business being transferred is completed timely and monitoring the transitioning of the business to Lincoln Financial Advisors.
•    Keeping current and up-to-date on department procedures, systems and guidelines; must maintain knowledge of all workflows, products and functions; educates internal and external customers when appropriate.
•    Participating in unit and departmental meetings, training sessions, and broker/dealer development forums.
•    Performing and delivering on routine assignments/projects for their assigned area(s) of responsibility.
•    Providing extra relationship support to internal and external business partners through prioritization of issues and active communication.
•    Serving as a department representative on routine and non-routine projects and committees.
•    Serving as teams primary contact for routine and more non-routine escalated issues.
•    Sharing technical knowledge and provides training to team members as needed.
•    Supporting and promoting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
•    Supporting processing queues when needed.
•    Working to mitigate risk by enforcing the policies and procedures as defined in the Compliance & Supervisory Procedures Manual.
•    Working with appropriate departments on resolving escalated issues posed by team members, management, and customers.
•    Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures.
•    Making a positive contribution as demonstrated by making suggestions for improvement continuing to learn new skills, procedures, and processes
•    Remaining current in profession and industry trends.
•    Performing other duties as required.
 

What we’re looking for

Must-Haves:
•    3 - 5+ Years of relevant job experience that directly aligns to the specific responsibilities of this position 
•    4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
•    Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
•    Demonstrated solid relationship management skills with internal clients (e.g. management, peers, and colleagues).
•    Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.
•    Finds common ground and can gain collaboration among management, colleagues and peers.
•    Demonstrates the ability to use sound judgment and discretion regarding confidential information.
•    Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
•    Successfully completes regulatory and job training requirements.
 

 

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: $42,300 - $75,500 

 

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 LincolnFinancial.com.

 

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. 

 

Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom. 

 

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 fraudhotline@lfg.com 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.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


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