Employer: Lincoln Financial Group
Alternate Locations: US All Regions
Work Arrangement: Work from Home
Relocation assistance:: is not available for this opportunity.
Pay Range: $39,900 – $83,700
Bonus Potential: 5%
Requisition #: 70048
The Role at a Glance
We are excited to bring on an Associate, Fund Change Quality Assurance member to join our member services team supporting Retirement Plan Services Team in a remote environment.
Background Details
The Associate, Fund Change Quality Assurance member is responsible for quality audits of plan level investment change transactions. In addition, you will also be responsible for understanding the operational processes, documenting quality results, preparing quality reports, meeting with management and coaching individuals if this seems like a good fit, please read on!
What you’ll be doing
- You will Conducts quality monitoring and delivers feedback to trainees in operational areas.
- You will monitor transactions for quality at the plan level for investment changes performed in RPS operations.
- You will read and interpret internal/external documents (e.g. policies and procedures) to review work for quality.
- You will provide detailed verbal and written responses to unique and diverse inquiries from internal/external stakeholders without supervision.
- You will Identify and report out on trends to reduce risk, improve controls, and improve quality scores.
- You will maintain and disseminate quality guidelines, scoring methodology and quality program documentation.
- You will respond to questions related to quality and amicably resolve disputes related to audit findings.
- You will proactively identify improvement opportunities for internal/external stakeholders, and acts as a change agent for departmental/enterprise initiatives within assigned area(s) of responsibility.
- You will share a diverse range of knowledge and information and/or enables less experienced team members to perform his/her assignments by provide guidance and training to new and existing team members on process and procedures.
What we’re looking for
Must-have experience (Required):
- High School Diploma or GED or minimum Associate degree in lieu of required experience.
- 3-5+ Years’ experience that aligns with the responsibilities of this role.
- Effective strong written and verbal communication skills.
- Ability to maneuver through multiple systems/databases/platforms/software.
- Ability to be adaptable/flexible as business needs change.
Nice-to have Experience (Preferred):
- Research and data entry experience in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Legal background and knowledge of legal documents.
Additional Position Responsibilities
- Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
- Makes a positive contribution as demonstrated by: – Making suggestions for improvement – Learning new skills, procedures and processes
- Performs other duties as required.
- Remains current in profession and industry trends.
Other Skills and Abilities
- Ability to perform under stress in cases of emergency, critical or hazardous situations.
- Ability to work with others in a team environment.
- Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Demonstrates strong interpersonal skills with a collaborative style.
- Demonstrates the ability to use sound judgment and discretion regarding confidential information.
- Finds common ground and can gain collaboration among management, colleagues and peers.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Successfully completes regulatory and job training requirements.
Education
- 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s) – Minimum Required
Experience
- 0 – 1+ Years experience in quality assurance that directly aligns to the responsibilities of this role. (Required )
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:
- A clearly defined career framework to help you successfully manage your career
- 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
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
- Effective productivity/technology tools and training
Work Arrangement
- Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.
Lincoln will evaluate the following when setting the successful candidate’s wage rate:
- Prior work or industry experience.
- Education level to the extent education is relevant to the position.
- Unique skills
About The Company
Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.
Additional Information
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 failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications.