Accounting Co - Op Associate supporting finance operations at Euna Solutions. Assisting with accounts payable, reconciliations, and month - end tasks in a collaborative environment.
About the role
- Fund Administration and Operations Specialist providing support for financial operations at Lincoln Financial. Managing trades, reconciliations, and supporting automated reporting solutions.
Responsibilities
- 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
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