Branch Office Administrator

Responsibilities:

Manage branch office operations and support staff. Train new financial representatives on paperwork completion and branch office procedures. Compile production data. Schedule and coordinate seminars and meetings. Review branch office expenses with the Branch Manager. Review and approve client profiles and transmittals. With the Branch Manager, review and approve any outgoing client correspondence and advertisements. Maintain all compliance files and confirmation statements. Ensure that all compliance issues and complaints are handled in a timely manner. Participate in interviewing and selection process for additional staffing as necessary. Provide answers to client questions via the telephone. Identify and provide appropriate forms and applications for sales appointments and client mailings. Provide back-up support to sales assistants as needed.



Join the Lincoln Team

Lincoln is an independent broker dealer that offers investment advisory and custodial services. We manage over $4 billion dollars. We are a family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln's success is built upon our dedication to helping people retire well and to providing an enjoyable work environment that fosters success. Our financial strength and profitability are natural results of "helping people and having fun." Lincoln offers competitive compensation and benefits packages with a strong emphasis on continuing education and retirement savings. We are conveniently located in Wyncote, PA, just outside of Philadelphia.



Benefits Package

Lincoln offers a core benefits package that includes:
• paid time off
• health and dental plans
• flexible spending accounts
• life, accidental death and dismemberment insurance
• short and long-term disability
• tuition reimbursement
• industry licensure

In keeping with our commitment to help people retire well, we share 20% of corporate profits with employees through matching contributions and profit sharing into our retirement plan. Periodically throughout the year, we distribute cash bonuses.We believe this commitment signifies the Lincoln difference.

EOE
REQUIREMENTS
Requirements:

• Several years experience with a transfer agent, broker/dealer, or mutual fund company
• Thorough knowledge of retirement plans, financial planning, customer services and compliance issues
• Experience utilizing a variety of software packages
• Series 6 or 7 required
• Series 24 or 26 required
(Successful candidates who do not possess licenses at time of hire must obtain them within 6 months of employment. Receiving licenses is a condition of continued employment for a branch administrator.)
• Bachelors degree in a related field or the equivalent combination of education and/or experience