Lincoln Financial

Complex Corrections, Suspense Operations Specialist

Lincoln Financial

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $53,500 - $96,300 per year

Job Level

Junior

About the role

  • Provide oversight and direction on operational processes related to participant transactions, contributions, and trade activities, ensuring alignment with plan rules and regulatory requirements
  • Analyze data trends and recurring errors , identifying root causes and recommending corrective actions to improve accuracy and efficiency
  • Review and interpret legal documents , including QDROs and other court orders, ensuring proper execution and compliance
  • Manage and prioritize workflow across internal teams and external vendors, ensuring timely and accurate processing of participant activities
  • Lead resolution efforts for system issues , collaborating with IT and vendor teams to troubleshoot and implement long-term solutions
  • Conduct quality audits of service provider deliverables, ensuring adherence to internal controls and compliance standards
  • Mentor and support junior team members , providing guidance on issue resolution and communication strategies
  • Maintain and enhance process documentation , SOPs, and training materials to support consistency and knowledge sharing
  • Support audit and compliance readiness , preparing documentation and communicating key findings and risks to leadership
  • Identify and recommend process and system improvements that enhance operational efficiency and participant experience

Requirements

  • 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s)
  • 1-3+ Years of experience in retirement plan administration that directly aligns to the responsibilities of this position
  • Ability to work with others in a fast-paced, team environment
  • Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Solid project management skills with the critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure and meeting deadlines
  • Solid relationship management skills with internal clients (e.g. management, peers and colleagues)
  • Strong interpersonal skills with a collaborative style
  • Proficiency with Microsoft Office Suite
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
data analysisroot cause analysisquality auditsprocess documentationSOPsproject managementcompliance standardsretirement plan administrationissue resolutionsystem improvements
Soft skills
organizational skillsprioritizationmulti-taskingattention to detailrelationship managementinterpersonal skillscollaborationmentoringcommunication strategiesleadership
Certifications
Bachelor’s degree
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