Administrative Assistant Retirement Processor

This position will require onsite work on a weekly basis. 

For almost 75 years, Gabor Financial Solutions has marketed and sold insurance and financial products to employees of Florida public universities and colleges. As of January, 2022, Gabor Financial Solutions is now a part of Lincoln Investment. Lincoln Investment has been recognized as a Top Workplace for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. Lincoln is a majority family-owned financial services firm that regards our employees as integral players in our continuous growth, and our success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Those offered employment for this position will be employees of Lincoln Investment.

Job Purpose: 

To ensure the timely processing of retirement paperwork for Investment Advisor Representatives and Registered Representatives.  Address and solve any potential issues with paperwork prior to processing with vendors.  Assist with customer service needs and other administrative duties.

Duties and Responsibilities: 

• Process incoming retirement paperwork for advisors who are not assigned to an Advisor Assistant.
  
• Work with vendors and universities to process retirement elections and changes timely.
• Maintain vendor and/or broker-dealer forms and packets for advisor and office use.
• Prepare contribution reports and distribute to advisors.
• Process Agency and Advisor licensing & contracting and maintain records
• Assist with compliance questions via broker dealer, and maintain records
• Prepare TSA reports for broker-dealer.
• Comply with all federal, state and insurance regulations as relates to the position.
• Handle customer service needs as they arise.
• Back-up coverage for front desk as-needed.
• Other duties as assigned.

Qualifications: 

These are the qualifications that are necessary for someone to be considered for the position.

• 3-5 years customer service experience required
• High school diploma required, BA or BS preferred
• Proficient in Microsoft Office Suite
• Excellent written and verbal communication skills
• Ability to adhere to strict confidentiality agreement

Ideal Candidate will also:

• Be detail-oriented and a problem-solver
  
• Have a desire to provide invaluable back-office support to a busy and growing sales force

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is located in Fort Washington, PA, just outside of Philadelphia. 

Lincoln Investment is proud to be an Equal Opportunity Employer. We celebrate a diverse workforce and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Please e-mail jobs@lincolninvestment.com to submit your resume.