Accounting Specialist
Lincoln Financial
full-time
Posted on:
Location Type: Hybrid
Location: Fort Wayne • North Carolina, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $53,500 - $96,300 per year
Job Level
Junior
Tech Stack
SQLVBA
About the role
- Provide support and coordination of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex
- Responsible for placing trades prior to the stock market open related to our separate accounts and LVIPT funds (hours are generally 4AM to 1PM ET)
- Assisting in variable product releases
- Separate account reconciliations
- LVIP transfer agency oversight
- Supporting solution designing to enhance reporting and analytic capabilities
- Assisting with developing automated solutions to streamline processes
- Helping to transition manual deliverables to automated reports
- Maintaining robust process and production documentation
- Documenting changes and following change management procedures
Requirements
- 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 (Nice-to-haves)
- Experience writing SQL or VBA is a plus (Nice-to-haves)
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mutual fund accountingtrade placementaccount reconciliationreportinganalyticsautomated solutionsprocess documentationSQLVBA
Soft skills
organizational skillsattention to detailanalytical skillsproblem-solving skillsindependencemotivationcollaborationwritten communicationverbal communicationcommitment to learning