Executive Assistant, Chief Actuary

Lincoln Financial • Radnor, PA

1d • $36 - $48 • Hybrid

About The Position

The Executive Assistant works in Lincoln Financial’s Chief Actuarial Risk Office (CRAO), supporting the Chief Actuary and Risk functions, including the Chief Actuary, Senior Vice President, and other senior CRAO leaders. The role reports directly to the Chief Actuary, Senior Vice President and is also part of the broader team of executive assistants. In a collaborative environment, the Executive Assistant helps ensure the smooth operation of executives’ offices and contributes to the department’s efficiency and effectiveness. The position is hybrid, with three days per week in a Lincoln office. The listed alternate location is Radnor, Pennsylvania; relocation assistance is not available.

The role provides comprehensive administrative support, including calendar and meeting coordination, complex domestic travel planning, document preparation, expense tracking, committee support, stakeholder liaison, and office and records organization. Additional duties include supporting onboarding, tracking software and professional license assignments, assisting with projects, and protecting confidential information. The position may also use analytics tools, write simple scripts or macros to automate tasks, and apply AI productivity tools to drafting, summarization, and workflow automation.

The position offers a pay range of $35.87–$47.83, with anticipated new-hire pay between the minimum and midpoint. Pay may vary based on work experience, education, location, licensure requirements, proficiency, and qualifications. The role may be eligible for a discretionary Annual Incentive Program and other rewards, including long-term or sales incentives and Lincoln’s standard benefits package. Applications are accepted through December 22, 2026, subject to earlier closure.

Requirements

• At least 5 years of executive assistant experience.
• Strong organizational skills and demonstrated ability to manage calendars, coordinate meetings, prioritize tasks, and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills and experience interacting with individuals at all organizational levels.
• Ability to handle sensitive information with discretion and maintain confidentiality.
• Proficiency with productivity tools, including Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Microsoft Teams.
• Strong attention to detail in document preparation, scheduling, and information management.
• Proactive problem-solving skills.
• Flexibility and adaptability; ability to work well under pressure and multitask; strong professional presence and interpersonal skills.
• Ability to work overtime if needed.
• Familiarity with AI productivity tools such as Copilot and Claude, and comfort experimenting with and adopting new AI capabilities.

Nice To Haves

• Ability to use advanced analytics tools or techniques, including spreadsheet, data visualization, or statistical analysis software, to analyze data, generate insights, or prepare reports.
• Ability to write simple scripts in programming languages such as Python or create macros to automate repetitive tasks.

Responsibilities

• Manage executives’ calendars, schedule and prioritize meetings, appointments, and events, and coordinate with stakeholders to use executives’ time effectively.
• Prepare meeting agendas and materials; provide logistical support for meetings, conferences, and presentations; take minutes; track action items; and follow up on tasks.
• Provide administrative support to committees and working groups, including scheduling, agenda and materials preparation, minutes, and action-item tracking.
• Coordinate complex domestic travel, including flights, accommodations, and itineraries, in alignment with executives’ schedules and preferences.
• Create, format, and proofread reports, presentations, spreadsheets, and other documents, ensuring accuracy, consistency, and compliance with company guidelines.
• Build and maintain relationships with internal and external stakeholders and act as a liaison between executives, teams, departments, and external partners.
• Support employee onboarding by coordinating new-hire paperwork and assisting with the integration process.
• Process and track expense reports, maintain expense records and receipts, ensure compliance with company policies, and assist with budget monitoring and financial reporting.
• Maintain accurate records of software and professional license assignments across the team, including actuarial modeling platforms and specialized tools.
• Assist with projects and initiatives through research, data gathering, presentation preparation, and collaboration with cross-functional teams on milestones and deliverables.
• Handle sensitive and confidential information discreetly and follow data-security measures.
• Organize and maintain electronic and physical files; manage office supplies, equipment, and facilities.
• Use advanced analytics tools or techniques in certain situations to analyze data, generate insights, or prepare reports.
• Write simple scripts or software macros, depending on project needs, to automate repetitive tasks and streamline processes.
• Use AI productivity tools to support document drafting, summarization, and workflow automation.

Benefits

• PTO and parental leave.
• Competitive 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Work arrangements that work for you.
• Leadership development and virtual training opportunities.
• Effective productivity and technology tools and training.
• The role may be eligible for a discretionary Annual Incentive Program and other rewards, including long-term incentives and sales incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed