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Lincoln Financial · 5 hours ago

Accounting Specialist

Fort Wayne, IN

Full-time

Hybrid

Entry, Mid Level

$54K/yr - $96K/yr

1+ years exp

Lincoln Financial is a company that helps people confidently plan for their financial future. The Accounting Specialist will support financial operations for separate accounts and mutual funds, including trading and reconciliation tasks.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Provide support and coordination of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex

Place trades prior to the stock market open related to our separate accounts and LVIPT funds

Assist in variable product releases, separate account reconciliations, and LVIP transfer agency oversight

Support solution designing to enhance reporting and analytic capabilities

Assist with developing automated solutions to streamline processes

Help to transition manual deliverables to automated reports

Maintain robust process and production documentation

Document changes and follow change management procedures

Qualification

Mutual fund accountingFinancial operationsSQLVBAAnalytical skillsOrganizational skillsCommunication skillsProblem-solving skillsContinuous learning

Required

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