Lincoln Financial Group Careers – Administrative Support Coordinator

Website Lincoln Financial

Job Description:

This position will perform and deliver on routine and progressively more non-routine assignments for his/her assigned area(s) of responsibility independently in accordance with established procedures/guidelines. The role will provide advanced operations and compliance knowledge and support to Lincoln Financial Advisors (LFA) field offices. It will support certain Director of Operations/Business Operations Manager duties and may support more than one office.

Job Responsibilities:

  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by: – Making suggestions for improvement – Learning new skills, procedures and processes

Job Requirements:

  • Successfully completes regulatory and job training requirements.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Ability to perform under stress in cases of emergency, critical or hazardous situations.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Demonstrates ability to work in a fast-paced environment.
  • Finds common ground and can gain collaboration among management, colleagues and peers.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to work with others in a team environment.
  • Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers).

Job Details:

Company: Lincoln Financial

Vacancy Type: Full Time

Job Location: San Ramon, CA, US

Application Deadline: N/A

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