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Posted: Tuesday, June 13, 2017 6:38 AM



Alternate Locations: Philadelphia, PA (Pennsylvania)
Relocation assistance is not available for this opportunity.
Requisition 32941
About the Company
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long:term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had 222 billion in assets under management as of March 31, 2015.
The Role
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 Operations 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.
Responsibilities
: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
Education
:High School Degree, some college preferred
:Series7 preferred
Experience
:1:2 years' experience in the financial services industry that directly aligns with the specific responsibilities preferred
: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
:Spanish or other foreign language skills a plus
: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
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 fa

Source: https://www.tiptopjob.com/jobs/68380555_job.asp?source=backpage


• Location: South Jersey

• Post ID: 38119713 newjersey
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