Coordinator, Investment Operations

United States·Ameritas Life-Lincoln Hyb-Nehy2 - LincolnNormalmid

OtherInvestment Operations

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Quick Summary

Key Responsibilities

Process financial transactions, submit service requests, payment setups, and account maintenance activities across multiple systems. Daily review, tracking,

Technical Tools

OtherInvestment Operations

This position will assist the Money movement and fee-billing teams in carrying out all duties including but not limited: account maintenance, and operational support functions under moderate supervision. The incumbent will also monitor existing account updates and other requests while fulfilling both regulatory and internal obligations.

This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

Responsibilities

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→Process financial transactions, submit service requests, payment setups, and account maintenance activities across multiple systems.
→Daily review, tracking, and deposit of physical checks received at the office
→Respond to inquiries from field representatives and internal teams, providing explanation and clarification of procedures and account activity.
→Support reporting activities, including recurring operational reports and basic analysis of workflow or processing results.
→Research and resolve routine issues, including NIGO workflows, and account discrepancies using established procedures.
→Collaborate with operations, service teams, and external vendors to complete requests and ensure timely processing within service level expectations.

H.S. Diploma or GED is required.
Associate’s degree is preferred.
Experience with MS Office, Wealthscape (ICP), FBSI, Orion, Docupace, and/or Caesar strongly preferred.
Cashiering and/or fee-billing experience in a broker-dealer / RIA strongly preferred.
Experience in a broker-dealer / RIA required.

What We Offer

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Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.