Full-Time
Executive Administrative Assistant
Updated on 9/4/2026
Lincoln Financial
Insurance, retirement, and financial services provider
Compensation Overview
$35.87 - $47.83/hr
Villanova, PA, USA
Hybrid
Three days on-site per week required.
 Administrative & Executive Assistance (1) |
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- 3 - 5+ Years of clerical and/or administrative support experience in a complex corporate environment supporting senior and/or executive management aligned with the responsibilities for this position (Required )
- Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
- Meets or exceeds departmental quality and service standards.
- Works overtime as needed.
- Works independently delivering on routine but progressively more non-routine work, in accordance with established procedures and guidelines in a timely manner and meets deadlines appropriately.
- Makes routine and progressively more non-routine decisions independently, in accordance with established procedures and guidelines.
- Shares a diverse range of knowledge and information and/or enables less experienced team members to perform their assignments.
- Performs a diverse range of tasks/transactions related to common programs and services by directly applying expanded knowledge obtained from the role in increasingly more complex situations.
- Communicates and/or coordinates assigned SMC/CLG member(s) instructions and/or desires with various departments and/or internal/external stakeholders.
- Furnishes and obtains information from other SMC/CLG members and/or external stakeholders which may be confidential in nature.
- Prepares assigned SMC/CLG member for meetings by creating, gather, and/or organizing material, identifying key questions to be prepared to answer and preparing reference material in an effective structure.
- Prepares correspondence, memorandum and documents, which may be confidential in nature for the SMC/CLG member(s) review and approval.
- Prepares complex reports and presentations including preparing special reports through conducting research to add value to material and/or gathering and summarizing information and/or data.
- Proofreads complex documents, presentation and reports for grammatical and typographical errors.
- Receives and screens telephone calls, letters and/or visitors for the assigned SMC/CLG member(s) including, answering routine questions, obtains and furnishes information to save SMC/CLG member(s) time.
- Greets and directs SMC/CLG member’s visitors and act as primary resource for internal and external contacts, facilitating a professional image of LFG.
- Manages assigned SMC/CLG member(s) calendar and schedule meetings, conferences and appointments including managing availability and commitments to ensure clear priorities and optimum use of time.
- Arranges and coordinates assigned SMC/CLG member(s) travel including preparing itineraries.
- Plans, organizes, and facilitates special projects requested by assigned SMC/CLG member(s).
- Plans and coordinates special events as needed.
- Organizes and maintains assigned SMC/CLG member(s) correspondence and records, following up on pending matters as needed.
- Sorts, reviews, and distributes assigned SMC/CLG member(s) mail.
- Enters assigned SMC/CLG member(s) expenses reports into appropriate systems.
- Processes invoices for prompt payment as needed.
- Orders supplies and coordinates routine maintenance and repairs to office equipment as needed.
- For roles Corporate Executive Administrative Assistant roles located in Radnor only: Provides coverage for corporate reception during lunch or paid time off (PTO) as needed.
Lincoln Financial Group sells life insurance, annuities, and retirement income products through its network of affiliated companies, and also offers securities and investment advisory services via related broker-dealers. Its products pair insurance or annuity contracts with investment options to grow cash value or fund retirement income, with features like death benefits, living benefits, and guaranteed income streams. The company differentiates itself through its coordinated family of brands and distributors that cover insurance, investments, and advisory services. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through a unified suite of protection and investment solutions.
Company Size
N/A
Company Stage
N/A
Total Funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905
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Simplify's Take
What believers are saying
- July 30, 2026 adjusted operating income rose 3% to $439 million, eighth straight growth quarter.
- Q2 2026 Life and Retirement Plan Services both improved, while holding-company cash reached $903 million.
- The Talcott deal adds $30 million to $40 million annual free cash flow, closing in 4Q26.
What critics are saying
- June 2026 severance showed workforce realignment, signaling continuing cost pressure and organizational churn.
- The Meade derivative suit and multiple policyholder cases kept $70 million after-tax exposure in June 2026.
- If legacy life litigation or capital strain worsens, Lincoln's buyback program stays frozen beyond 2026.
What makes Lincoln Financial unique
- Lincoln Financial reinsured 60% of guaranteed universal life with Fortitude and Talcott by July 2026.
- The company spans annuities, life, group protection, and retirement plans across 17 million customers.
- Lincoln keeps servicing reinsured policies, preserving distribution relationships and customer continuity through 2026.
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Benefits
Paid Vacation
Paid Sick Leave
401(k) Retirement Plan
401(k) Company Match
Professional Development Budget
Mental Health Support
Flexible Work Hours
Hybrid Work Options
Company News
How employers can close workforce mental health gap. New research from Lincoln Financial examines stress, benefit utilization and psychological safety across the workforce; offers a roadmap for more effective employee support. View the full report here. RADNOR, Pa.-(BUSINESS WIRE)-Lincoln Financial (NYSE: LNC) and long-standing research partner, Integrated Benefits Institute (IBI), released new research exploring how mental health challenges are shaping today's workforce, and what employers can do to offer support. The whitepaper, Putting Mental Well-Being Data to Work: Practical Employer Strategies, combines national industry data with a focused survey of call center environments to better understand the challenges affecting employee mental well-being, the barriers that often prevent people from seeking support and the practical steps employers can take to help employees access the resources they need to thrive. The new report examines how workplace, demographic and socioeconomic factors affect mental health and found that employees are carrying a significant mental health burden that they may be navigating without knowing that support is available or feeling equipped to use it. Key takeaways from the report include: * Understanding where support is needed the most: Mental health challenges do not affect all employees equally. Women report lower overall mental health than men (70% of women vs. 83% of men rating their mental health as good or excellent) and are less comfortable discussing it at work (34% vs. 47%, respectively)[1]. Younger employees face distinct pressures as well: workers ages 18 to 29 report the highest use of mental health days at 77%, yet the lowest levels of supervisor support at 34%[1]. It's critical for employers to ensure that well-being strategies offer a variety of options to meet the diverse needs of their workforce. * The limits of trust and the importance of psychological safety: According to the report, 28% of employees say they feel uncomfortable or uncertain discussing mental health with their supervisors[1]. Even when employees have a good relationship with their managers, they don't necessarily find it easy to share something personal.[1] What may help is fostering a culture where managers consistently show up for their teams by checking in regularly, modeling openness around well-being and making it clear that support is available without judgment. * From access to action, why availability isn't enough: More than 75% of call center employees report having access to mental health benefits, yet fewer than half have used them[1]. The reasons vary: 59% say they don't need them, 26% cite a lack of time, and 15% point to stigma[1]. Additionally, an awareness problem compounds the issue: only 44% find current benefits outreach effective and 32% believe communications need to improve[1]. Expanding access is an important first step, but helping employees understand, trust and feel comfortable using available support requires equally intentional investment in education and communication. "For more than a decade, Lincoln Financial and IBI have worked together to surface opportunities in the employee benefits space to understand the problem and find practical, meaningful ways to help employees get the support they need," said Joanne Rosa, VP, National Accounts and Consulting Practice at Lincoln Financial. "This latest report reflects that shared commitment, and the findings are a clear signal that there is still important work to do. Even as employers make meaningful investments in benefits, gaps in awareness, access and comfort using those resources remain. Closing those gaps starts with making support more visible, more personalized and easier for employees to use in the moments that matter most." Ultimately, organizations that prioritize employee well-being through clear communication and thoughtful benefits strategies can help employees navigate challenges, build resilience and access support right when they need it. In doing so, they also create stronger, more engaged workforces and healthier organizations. [1] Lincoln Financial & IBI, Putting mental well-being data to work, 2026. Methodology. The Mental Health and Well-Being in Call Center Environments study, is based on a survey of over 1,500 respondents within U.S.-based call centers. The questions for the survey were informed through collaboration with Lincoln Financial's Group Protection Customer Advisory Board, to ensure the reflected real employer challenges. The survey was conducted in March 2025 and examined employee experiences across mental health, well-being, benefits access, workplace support and work-life balance, with analysis segmented by demographic, geographic and occupational variables - including gender, age, income, job function, industry and work model. About Lincoln Financial. Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of December 31, 2025, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection, and retirement plan services. As of June 30, 2026, the company had $366 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, PA., Lincoln Financial is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. About the Integrated Benefits Institute.
Lincoln Financial announces CFO transition plan. Radnor-based Lincoln Financial announced that it will conduct a search to replace outgoing chief financial officer Chris Neczypor. Neczypor announced his decision to leave the company recently. Neczypor will remain with Lincoln through the end of the month, as Adam Cohen, senior vice president, chief accounting officer and treasurer steps in as interim CFO. Lincoln said it would be considering both internal and external candidates. "Chris has been an excellent leader during a critical period for Lincoln," Ellen Cooper, Chairman, president and CEO, said. "His judgment, strategic perspective and deep financial expertise have been important to Lincoln over the past three years. The progress we have made reflects the collective efforts of an exceptional team, and Chris has played a key role in helping advance our transformation. I am grateful for his many contributions and wish him every success." Cohen has been the company's chief accounting officer since 2022, and took over responsibility for treasury in 2024. He also oversees enterprise expense management and fixed income investor relations. Prior to that role, he led the company's investor relations. Before joining Lincoln, he served as CFO of Archwell and spent 13 years with EY in insurance audit and advisory roles. He holds an MBA from the Wharton School of the University of Pennsylvania, a Master of Science in Accounting from the University of Virginia and a Bachelor of Science in Business Administration from Bucknell University. "Adam is a strong, well-respected leader who brings deep command of our businesses and products," Cooper said. "As chief accounting officer, he has excelled at strengthening our financial controls and driving expense discipline across the enterprise. As Treasurer, he developed and oversees our funding agreement program and brings deep experience in capital markets. That skill set makes him exceptionally well prepared to head our finance organization while we complete our search."
Lincoln National Q2 earnings call highlights. July 31, 2026 Key points. * Lincoln National reported solid second-quarter results, with adjusted operating income rising 3% year over year to $439 million, or $2.24 per share - the company's eighth consecutive quarter of annual earnings growth. Net income reached $1.3 billion, aided by favorable market risk benefit changes. * The company agreed to reinsure approximately $5.8 billion of guaranteed universal life reserves and $500 million of funding agreement business with a Talcott subsidiary. The transaction is expected to reduce long-term risk, increase annual free cash flow by $30 million to $40 million, and bring roughly 60% of Lincoln's guaranteed universal life block under reinsurance once completed. * Retirement Plan Services and Life Insurance improved, with operating income increasing 32% and 78%, respectively, while Annuities income was flat and Group Protection declined. Lincoln maintained strong capital levels, with its RBC ratio above target, and prefunded the potential repurchase or redemption of half of its preferred stock callable next year. * MarketBeat previews top five stocks to own in August. Lincoln National NYSE: LNC reported second-quarter adjusted operating income available to common stockholders of $439 million, or $2.24 per diluted share, as the insurer posted its eighth consecutive quarter of year-over-year adjusted operating earnings growth. Adjusted operating income rose 3% from a year earlier. Net income available to common stockholders was $1.3 billion, or $6.72 per diluted share, with the difference from adjusted operating income driven primarily by favorable changes in market risk benefits amid higher equity markets and interest rates. Alongside its quarterly results, Lincoln announced an agreement with a Talcott Financial Group subsidiary to reinsure a legacy block of guaranteed universal life business. The transaction is expected to close in the fourth quarter, subject to regulatory approvals. Legacy life reinsurance deal targets risk and cash flow. Under the agreement, Lincoln will cede approximately $5.8 billion of in-force guaranteed universal life statutory reserves, representing about 37% of its remaining guaranteed universal life block, along with roughly $500 million of funding agreement business. The deal is structured partly as coinsurance with funds withheld and partly as modified coinsurance, according to Chief Financial Officer Chris Neczypor. Combined with Lincoln's 2023 transaction with Fortitude Re, about 60% of Lincoln's total in-force guaranteed universal life business will be reinsured after the Talcott transaction closes. "Guaranteed Universal Life is among the most capital-intensive, long-tailed parts of our in-force," Neczypor said, adding that the transaction is intended to reduce exposure to long-term mortality, lapse and interest-rate risks. Lincoln expects the transaction to have an all-in statutory capital impact of approximately $200 million, or about 10 RBC percentage points. The company plans to fund that impact with a portion of remaining proceeds from its 2025 Bain Capital transaction and expects to remain meaningfully above its 420% RBC ratio buffer after closing. The insurer expects the transaction to increase annual free cash flow by approximately $30 million to $40 million. It expects a reduction in GAAP net income through amortization of a deferred loss, but no material change to adjusted operating income. Beginning in the fourth quarter, Lincoln plans to refine its adjusted operating income definition to exclude amortization of deferred gains and losses on blocks exited through reinsurance. Segment results: life and Retirement Plan Services improve. Group Protection reported operating income of $147 million, compared with a record $173 million in the prior-year quarter. The segment's margin was 10.4%, down 210 basis points year over year. Excluding a $15 million prior-year annual experience refund tied to one state's paid family leave program, earnings declined $11 million as favorable group life mortality was more than offset by moderation in disability results. Discover more AI Stocks Report Lincoln said it expects Group Protection to deliver a full-year margin within its targeted 8% to 9% range. Supplemental health premiums increased 28% year over year, while local-market premiums rose more than 3%. Annuities operating income was $287 million, flat from the prior-year quarter and up $12 million sequentially. Higher average account balances and spread income were offset year over year by the company's reallocation of net investment income related to index-credit hedging collateral to non-operating income. Total annuity sales were $3.5 billion, with spread-based products accounting for 63% of sales. Registered index-linked annuity sales rose 10% from a year earlier, while variable annuity sales without living-benefit guarantees increased more than 60% and exceeded sales of variable annuities with guarantees for the first time, according to Chief Executive Officer Ellen Cooper. Average annuity account balances, net of reinsurance, were approximately $179 billion, up 12% from a year earlier. Net outflows totaled about $2.9 billion, driven largely by traditional variable annuities. Retirement Plan Services operating income rose 32% to $49 million. The unit benefited from higher equity markets, higher average account balances and spread expansion. Average account balances grew about 15% to $128 billion, while net outflows of approximately $2.4 billion reflected three large plan sponsor terminations that did not meet Lincoln's profitability thresholds. Life insurance operating income increased to $57 million from $32 million a year earlier, helped by favorable mortality and the benefit of a fourth-quarter captive consolidation. Lower alternative investment returns partially offset those gains. Alternative investments generated an annualized return of 4.9%, below Lincoln's 10% target, creating an approximately $39 million headwind for the life segment. Capital position and preferred stock plans. Lincoln said it prefunded the repurchase and/or redemption of half of the preferred stock that becomes callable next year. During the quarter, the company issued $500 million of hybrid securities and ended the period with approximately $900 million of holding-company cash net of prefunding, up about $100 million from the first quarter. Operating subsidiaries remitted $310 million during the quarter, bringing year-to-date remittances to $580 million. Neczypor said Lincoln continues to expect full-year subsidiary remittances of approximately $1.2 billion to $1.3 billion. The company's estimated RBC ratio remained above its 400% target and 20-point buffer, while its leverage ratio was about 25%, in line with its long-term target. Lincoln has an existing $1.5 billion share repurchase authorization, with more than $700 million remaining, although the program has been dormant since 2022. Neczypor said the board recently reconfirmed the authorization but the company was not announcing timing for any repurchases. About Lincoln National (NYSE:LNC). Lincoln National Corporation, doing business as Lincoln Financial Group, is a diversified financial services holding company focused on providing retirement, insurance, and wealth management solutions in the United States and select international markets. Headquartered in Radnor, Pennsylvania, the company operates through several business segments, including Retirement Plan Services, Life Insurance, and Group Protection. Its offerings are designed to help individuals, families, and institutions plan and prepare for their financial futures. The Retirement Plan Services segment delivers recordkeeping, administrative services, and investment management for defined contribution and defined benefit plans. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Lincoln National, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lincoln National wasn't on the list. While Lincoln National currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge - and the key risks investors should watch as the global AI buildout accelerates.
Lincoln Financial reported second quarter 2026 results with net income of $1.3 billion, or $6.72 per diluted share. Adjusted operating income was $439 million, or $2.24 per diluted share. The company completed a $500 million subordinated debt issuance to support capital flexibility for preferred stock redemption. Holding company available liquidity increased to $903 million, net of prefunding amounts. CEO Ellen Cooper highlighted year-over-year earnings growth across all business segments. Life Insurance operating income rose to $57 million, up $25 million from the prior year. Annuities reported record account balances of $182 billion, up nearly 9% year over year. Group Protection delivered operating income of $147 million with a 10.4% margin. Retirement Plan Services operating income increased 32% to $49 million, driven by higher spread income and favourable equity markets.
Lincoln Financial Group reported first-quarter revenues of $4.87 billion, up 3.9% year-over-year, but missed analysts' expectations by 1%. The life insurance company also delivered a narrow earnings per share beat but significantly missed book value per share estimates. CEO Ellen Cooper stated the results reflected "continued disciplined execution" against strategic priorities. The market responded negatively, with shares falling 3% following the announcement to $36.50. The broader life insurance sector reported a slower first quarter, though the 12 tracked companies collectively beat revenue estimates by 3.1%. Share prices have remained resilient, rising 6.3% on average since earnings releases. Lincoln Financial, founded in 1905, operates through four main segments: Annuities, Life Insurance, Group Protection and Retirement Plan Services.