Complex Corrections & Suspense Operations Specialist

Alternate Locations: Work from Home

 

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75240

 

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