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Complex Corrections & Suspense Operations Specialist

Lincoln Financial

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Remote
USD 53,000 - 97,000
Today
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Complex Corrections & Suspense Operations Specialist
Lincoln Financial
Olympia (WA)
Remote
USD 53,000 - 97,000
Full time
Yesterday
Be an early applicant

Job summary

A leading financial services firm is seeking a Complex Corrections & Suspense Operations Specialist to support its Retirement Plan Services. This remote role involves ensuring compliance and accuracy in operations, guiding internal teams, and improving processes. The ideal candidate will have a background in retirement plan administration and strong organizational skills. Opportunities for mentorship and career development are offered in a collaborative environment.

Benefits

Competitive 401K and employee benefits
Tuition assistance program
Free financial counseling and health coaching
Leadership development opportunities

Qualifications

  • 1-3+ years of experience in retirement plan administration that aligns to the responsibilities of this position.
  • Ability to work in a fast-paced team environment.
  • Excellent attention to detail while multitasking.

Responsibilities

  • Provide oversight on operational processes and ensure regulatory compliance.
  • Analyze errors and recommend corrective actions.
  • Review and interpret legal documents related to retirement plans.

Skills

Organizational skills
Relationship management
Project management
Interpersonal skills
Data analysis

Education

4 Year/Bachelor’s degree or equivalent work experience

Tools

Microsoft Office Suite
Job description
The Role at a Glance

We are excited to bring on a Complex Corrections & Suspense Operations Specialist to join our Retirement Plan Services business in a work from home environment.

Background Details

We are seeking a highly skilled and detail-oriented Complex Corrections & Suspense Operations Specialist to provide strategic oversight and subject matter expertise across key operational functions within our retirement plan services. This role is ideal for someone with a strong background in contribution processing, legal document interpretation (including QDROs), workflow management, and system troubleshooting. While the role includes hands-on responsibilities, the primary focus is on guiding internal teams and external service providers to ensure accuracy, compliance, and operational excellence. If this sounds like a role for you, please read on!

What you'll be doing
  • Provide oversight and direction on operational processes related to participant transactions, contributions, and trade activities, ensuring alignment with plan rules and regulatory requirements.

  • Analyze data trends and recurring errors, identifying root causes and recommending corrective actions to improve accuracy and efficiency.

  • Review and interpret legal documents, including QDROs and other court orders, ensuring proper execution and compliance.

  • Manage and prioritize workflow across internal teams and external vendors, ensuring timely and accurate processing of participant activities.

  • Lead resolution efforts for system issues, collaborating with IT and vendor teams to troubleshoot and implement long-term solutions.

  • Conduct quality audits of service provider deliverables, ensuring adherence to internal controls and compliance standards.

  • Mentor and support junior team members, providing guidance on issue resolution and communication strategies.

  • Maintain and enhance process documentation, SOPs, and training materials to support consistency and knowledge sharing.

  • Support audit and compliance readiness, preparing documentation and communicating key findings and risks to leadership.

  • Identify and recommend process and system improvements that enhance operational efficiency and participant experience.

What we’re looking for

Must-have experience (Required):

  • 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s).

  • 1-3+ Years of experience in retirement plan administration that directly aligns to the responsibilities of this position.

  • Ability to work with others in a fast-paced, team environment.

  • Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

  • Solid project management skills with the critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure and meeting deadlines.

  • Solid relationship management skills with internal clients (e.g. management, peers and colleagues).

  • Strong interpersonal skills with a collaborative style.

  • Proficiency with Microsoft Office Suite

Application Deadline

Applications for this position will be accepted through October 31, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:
  • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits (https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#benefits)

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

The pay range for this position is $53,500 - $96,300 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting an interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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