Financial Specialist jobs in Omaha, NE
Recently Added Financial Specialist jobs
Specialist, Tax Administration
- Lincoln Financial
-
Omaha, NE
FULL_TIME
-
Date: Apr 2, 2024
Primary Location: Omaha, NE, US
Company: Lincoln Financial
Alternate Locations: Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
Work Arrangement:Hybrid/Common Days : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 72923
The Role at a GlanceWe are excited to bring on a Specialist, Tax Administration to our Group Protection Finance Organization to work in one of our key Cities Offices (Hybrid/Common Days).
Background Details
As a Specialist, Tax Administration, you will part an experienced and dynamic team working in a fast-paced environment. You will be responsible for researching, analyzing, and resolving claimants and employers tax reporting inquires across multiple product lines. Collaborating with internal and external customers to validate claim payments and broker compensation payments will be a part of this role. This position will also reconcile claim transaction data required for accurate federal and state tax reporting for Corporate Tax. If this sounds like you, please read on!What you'll be doing- Collaborates with appropriate internal business partners to research, resolve, and implement resolutions to customer issues.
- Develops relationships & collaborates with a network of internal and external business partners to deliver issue resolution.
- Reviews data profiles to validate data across systems is accurate.
- Reconciling data quarterly and at year-end to ensure accurate tax reporting.
- Identifies and communicates to management process improvements that reduce workloads or improve quality.
What we’re looking forMust-haves:- 1-3 years’ experience in financial services or claims that directly aligns to the responsibilities for this position.
- Excellent communication, collaboration, and analytical skills
- Intermediate Excel Experience
- 4 Year/Bachelor's degree or equivalent work experience (1-3 years of experience in lieu of Bachelor's) (Minimum Required)
Nice to haves:- Tax Reporting/Accounting Experience
- Works with mathematical concepts such as averages and/or variances
- Financial Services Experience
What’s it like to work here?At Lincoln Financial Group, 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:- A clearly defined career framework to help you successfully manage your career
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
- Effective productivity/technology tools and training
Pay Range: $53,500 - $92,500
Actual base pay could vary 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 CompanyLincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and 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.
Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting ActivitiesIf 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 (Gmail, Yahoo, Hotmail) 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 a phone, live video or in-person 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 InformationThis 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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. 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. - 19 Days Ago
Consumer loan specialist
- OneMain Financial
-
Omaha, NE
FULL_TIME
- At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
- Just Posted
Consumer Loan Sales Specialist
- OneMain Financial
-
Council, IA
FULL_TIME
- At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
- 9 Days Ago
Consumer Loan Sales Specialist
- OneMain Financial
-
Omaha, NE
FULL_TIME
- At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
- 23 Days Ago
Administration specialist
- Lincoln Financial Group
-
Omaha, NE
FULL_TIME
- What you'll be doing Collaborates with appropriate internal business partners to research, resolve, and implement resolutions to customer issues. Develops relationships & collaborates with a network o...
- 19 Days Ago
Customer Service Sales Specialist
- UniTrust Financial Group
-
Bellevue, NE
FULL_TIME
- Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
- 3 Days Ago
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0 Financial Specialist jobs found in Omaha, NE area
Financial Services Representative
- Charles Schwab
-
Omaha, NE
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Financial Services Representative
- Charles Schwab
-
Bellevue, NE
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Financial Services Representative
- Charles Schwab
-
La Vista, NE
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Financial Services Representative
- Charles Schwab
-
Plattsmouth, NE
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Financial Services Representative
- Charles Schwab
-
Washington, NE
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Financial Services Representative
- Charles Schwab
-
Springfield, NE
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Financial Services Professional
- Bankers Life
-
Omaha, NE
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/20/2024 12:00:00 AM
Financial Services Professional
- Bankers Life
-
Omaha, NE
- Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
- 4/20/2024 12:00:00 AM
About Omaha, Nebraska
Omaha (/ˈoʊməhɑː/ OH-mə-hah) is the largest city in the state of Nebraska and the county seat of Douglas County. Omaha is located in the Midwestern United States on the Missouri River, about 10 miles (15 km) north of the mouth of the Platte River. The nation's 40th-largest city, Omaha's 2018 estimated population was 466,061.
Omaha is the anchor of the eight-county, bi-state Omaha-Council Bluffs metropolitan area. The Omaha Metropolitan Area is the 59th largest in the United States, with an estimated population of 944,316 (2018). The Omaha-Council Bluffs-Fremont, NE-IA Combined Statistical Are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Specialist jobs
$41,214 to $53,992
Omaha, Nebraska area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does a Financial Specialist do?
Financial Specialist
Reviewing, processing, and overseeing financial actions to ensure timely allocation, obligation, and recovery of Disaster Relief Funds (DRF) in accordance with Federal laws and regulations and Agency policy and procedures.
December 29, 2022
Provide individual financial coaching to clients through activities such as completing a detailed financial assessment, documenting a budget and providing strategies for budget improvements, and providing strategies for credit building.
February 02, 2023
Requires very good knowledge of general administrative/manufacturing operations procedures and knowledge of job specific processes to successfully execute and complete the more progressive/complex duties of the job.
March 03, 2023
Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards.
April 09, 2023
Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution.
May 01, 2023
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
May 06, 2023
Selection for this position will be based solely on merit without regard to race, color, religion, age, gender, national origin, political affiliation, disability, sexual orientation, marital or family status or other differences.
May 06, 2023