Retirement Processor

Lincoln Investment•Tallahassee, FL

13d•Onsite

About The Position

For over 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 recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has About 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 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. Those offered employment for this position will be employees of Lincoln Investment. This position will require onsite work on a weekly basis.

Requirements

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

Nice To Haves

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

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.