Lincoln Financial: Investment Services Administrator – Concord, NH

Author - June 9, 2017

As the Investment Services Administrator, you will provide service excellence to the Lincoln Financial Securities (LFS) field force while supporting operational and administrative areas including but not limited to: account opening, account transfers, investment processing, direct check and application business, mutual funds, annuities, partnerships, cash movement, retirement accounts and various other tasks and responsibilities integral to the success of the broker/dealer back office operation.

Investment Manager Service offers asset administration and investment processing outsourcing solutions for mutual funds, hedge funds, private equity funds, exchange-traded funds, collective trusts, and separately managed account programs. Clients include investment managers, banks, and investment companies located in the United States; and alternative investment managers worldwide. (wikipedia.org)

Are you passionate about supporting others, detail oriented, and skilled at providing exceptional administrative services to colleagues? If so, then there may be an ideal Administrative Services position at Lincoln Financial Group with your name on it. Administrative Service professionals at our organization are instrumental in keeping our offices running smoothly and are critical members of our team. Explore the Administrative Services jobs at Lincoln Financial Group that are listed below, click on your desired position and join us.

Responsibilities

  • Communication
    • Answers questions from employees and representatives regarding administrative procedures via email, telephone or in person.
    • Acts as liaison with the broker/dealer’s clearing firms, advisory sponsors, and direct check and application business vendors.
  • Administrative
    • Supports operational and administrative areas including but not limited to account opening, account transfers, investment processing, direct check and application business, mutual funds, annuities, partnerships, cash movement and retirement accounts.
    • Processes incoming investment business within our 24-hour internal standards.
    • Reviews all incoming investment documents for completeness, proper approvals and licensing as needed.
    • Reviews daily workflow, enters client information in a database, as completes other various tasks and responsibilities inherent to the broker/dealer.
    • Regular and predictable attendance is required.
    • The Investment Services Administrator role consists of 90% inbound document processing and 10% research.

Requirements

  • Education
    • High School Diploma or equivalent required; College Degree preferred. 1+ year(s) in the Financial Services industry
    • FINRA Series 6 required within 6 months of hire, Series 7 preferred.
  • Experience
    • 1+ year(s) in the Financial Services industry
    • Operations experience in a broker/dealer, mutual fund, or money management environment a plus.
    • Must possess excellent written and oral communication skills.
    • Basic computer skills and experience with Microsoft Office Suite required.
    • Ability to demonstrate superior customer service skills, problem-solving and organizational skills.

Investment Services Administrator

About Lincoln Financial

Despite its name, this radio broadcaster offers much more than business news. Lincoln Financial Media owns and operates more than 10 radio stations serving listeners in four markets including Atlanta, Denver, Miami, and San Diego. The stations, which offer a mix of music, news, and sports programming, operate in local market clusters sharing certain business functions such as human resources and marketing. Tracing its roots to the 1930s, Lincoln Financial Media is the broadcasting subsidiary of financial services conglomerate Lincoln Financial Group.

Lincoln Financial became a radio station owner when it merged with rival Jefferson-Pilot Corporation in 2006. Following the deal, the company restructured its broadcasting arm, selling three TV stations to Raycom Media. The $580 million deal included the Lincoln Financial Sports syndication business. In a separate deal, the company sold two radio stations to Greater Media for about $100 million.

Led by Julian Price and his son-in-law, Joseph Bryant, Lincoln Financial Media’s precursor Jefferson Standard Life got into broadcasting in 1934 when it bought bankrupt radio station WBIG in Greensboro, North Carolina. The company later started the first television station in the Carolinas, WBTV in Charlotte, in 1950, and formed its sports division in 1982 to begin broadcasting Atlantic Coast Conference (ACC) athletics in partnership with Raycom Media subsidiary Raycom Sports

To apply >>> Investment Services Administrator

To more Investment Service Jobs >>> click hire