Lincoln Financial is a company that helps people confidently plan for their financial future. The Accounting Specialist will support financial operations for separate accounts and mutual funds, including trading and reconciliation tasks.
Responsibilities
- Provide support and coordination of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex
- Place trades prior to the stock market open related to our separate accounts and LVIPT funds
- Assist in variable product releases, separate account reconciliations, and LVIP transfer agency oversight
- Support solution designing to enhance reporting and analytic capabilities
- Assist with developing automated solutions to streamline processes
- Help to transition manual deliverables to automated reports
- Maintain robust process and production documentation
- Document changes and follow change management procedures
Skills
- Undergraduate degree or 4+ years of comparable work experience
- 1-3+ progressively increasing industry related work experience within mutual fund accounting/administration or public administration that directly aligns with the specific responsibilities for this position
- Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
- Strong analytical and problem-solving skills; Independent, motivated, and collaborative
- Effective written and verbal communication skills
- Demonstrated commitment to continuous learning and development
- Experience with variable life or annuity products
- Experience writing SQL or VBA is a plus
Benefits
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- 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
- Work arrangements that work for you
- Effective productivity/technology tools and training
Company Overview
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