Executive Assistant, Chief Actuary

Lincoln Financial Group; Radnor (Delaware County); Hybrid; USD 49,000 - 66,000; Full time

Job summary

Lincoln Financial Group is seeking an experienced Executive Assistant to support senior executives in a hybrid work setting. The role focuses on calendar management, travel planning, meeting coordination, and document preparation, while upholding confidentiality and strong stakeholder relationships.

The candidate will handle onboarding support, expense tracking, and office operations to help the team run smoothly.

Qualifications

• 5+ Years of executive assistant experience (minimum required).
• Exceptional organizational skills with calendar and meeting coordination.
• Excellent written and verbal communication across all levels.
• Ability to handle sensitive information with discretion and confidentiality.
• Tech savviness with productivity tools such as Microsoft Office and Teams.
• Strong attention to detail and proactive problem-solving abilities.

Responsibilities

• Calendar Management: manage executives' calendars, schedule, prioritize meetings and events.
• Meeting Coordination: prepare agendas, materials, take minutes, follow-up on actions.
• Committee Support: schedule meetings, prepare agendas, distribute materials, track items.
• Travel Arrangements: coordinate domestic travel with flights, lodging, itineraries.
• Document Preparation: create, format, proofread reports, presentations, spreadsheets.
• Relationship Management: liaise with clients, colleagues, vendors; onboarding support.
• Expense Management: process expense reports and budget-related tasks.
• License/Tool Management: track software licenses and actuarial tools as needed.
• Project Support: assist with research and presentations for special initiatives.
• Confidentiality and Data Security: handle confidential information per policy.
• Office Organization: manage files, supplies, and facilities for efficient work environment.

Skills

Executive support

Calendar management

Meeting coordination

Travel arrangements

Documentation

Relationship management

Confidentiality

Microsoft Office

Microsoft Teams

Problem solving

Tools

Microsoft Office Suite

Microsoft Teams

Job description

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Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:76829

The Role at a Glance

While reporting to the Chief Actuary, Senior Vice President you will also be a part of the broader team of EA professionals, not only contributing to the success of the executives you support but also play a vital role in the broader objectives of the organization. Your dedication, teamwork, and attention to detail will be instrumental in helping the department operate seamlessly and achieve its goals.

What you’ll be doing

• Calendar Management: Effectively manage the executives' calendars, including scheduling and prioritizing meetings, appointments, and events. Coordinate with internal and external stakeholders to ensure optimal use of their time.
• Meeting Coordination: Prepare meeting agendas, collate relevant materials, and provide logistical support for meetings, conferences, and presentations. Take minutes, follow up on action items, and ensure timely completion of tasks.
• Committee Support: Provide administrative support to committees and working groups, including scheduling meetings, preparing agendas, and distributing relevant materials. Assist with minutes and action item tracking, ensuring effective committee operations.
• Travel Arrangements: Coordinate complex domestic travel arrangements, including flights, accommodations, and itineraries. Ensure travel plans align with the executives' schedules and preferences.
• Document Preparation: Create, format, and proofread various documents, including reports, presentations, and spreadsheets. Ensure accuracy, consistency, and adherence to company guidelines.
• Relationship Management: Establish and maintain positive relationships with internal and external stakeholders, including clients, colleagues, and vendors. Act as a liaison between the executives and various teams, departments, and external partners. Additionally, provide support for employee onboarding activities, including coordinating new hire paperwork, and assisting with the integration process.
• Expense Management: Process and track expense reports, ensuring compliance with company policies. Maintain accurate records of expenses and receipts and assist with budget monitoring and financial reporting.
• License Management: Maintain accurate records of software and professional license assignments across the team, including actuarial modeling platforms and other specialized tools.
• Project Support: Assist with special projects and initiatives by conducting research, gathering data, and preparing presentations. Collaborate with cross-functional teams to facilitate project milestones and deliverables.
• Confidentiality and Data Security: Handle sensitive and confidential information with the utmost discretion. Maintain strict confidentiality protocols and ensure data security measures are followed.
• Office Organization: Organize and maintain electronic and physical files, ensuring easy retrieval of information. Manage office supplies, equipment, and facilities to ensure a well-functioning work environment.

What we’re looking for

• 5+ Years of executive assistant experience (minimum required)
• Exceptional organizational skills, demonstratable abilities to effectively manage calendars, coordinate meetings, prioritize tasks, and meet deadlines in a fast-paced environment.
• Excellent communication (written and verbal) abilities. Experience interacting with individuals at all levels of the organization.
• Demonstrated ability to handle sensitive information with utmost discretion and maintain a high level of confidentiality.
• Tech savviness with productivity tools such as Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Microsoft Teams.
• Strong attention to detail ensure accuracy in document preparation, scheduling, and managing information.
• Proactive problem-solving skills
• Flexibility and adaptability, work well under pressure, and multi-task. Strong professional presence, and interpersonal skills.
• Ability to work overtime if needed.
• Advanced Analytics: In certain situations, use advanced analytics tools or techniques to analyze data, generate insights, or prepare reports. This could involve using spreadsheet software, data visualization tools, or statistical analysis software to support decision-making or provide relevant information to executives.
• Simple Code Writing: Depending on the specific projects, ability to write scripts to automate repetitive tasks using programming languages like Python or using macros in software applications to streamline processes.
• AI Tool Proficiency: Familiarity with AI productivity tools (Copilot, Claude) to support document drafting, summarization, and workflow automation. Comfortable experimenting with and adopting new AI capabilities as they evolve.

Application Deadline

Applications for this position will be accepted through December 22nd, 2026 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 andleadership attributes

Leadership development and virtual training opportunities

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$35.87 - $47.83with 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.

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 ("Lincoln" or "the Company") 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 [phone].

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