Coordinator, Investment Operations

3 days ago

Lincoln Nebraska, United States Ameritas Full time

Position Description:  

As an integral part of the RIA operations team, carry out duties including but not limited to new business set-up, account monitoring, and processing of client accounts. This position will monitor existing accounts for updates and perform other requests while fulfilling both regulatory and internal process obligations. This role will work with both internal and external customers on managed accounts transactions while meeting deadlines and adhering to applicable laws, rules, and regulations.  Perform higher level processing functions and special projects as assigned.

 

While not required to secure or work in the position, this role would offer the opportunity to pursue FINRA licenses which could help with growth into other potential future roles in the organization. 

 

Position Location:

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

 

What you do:

  • Set up new accounts, resolve issues with both internal and external partners, streamline operational procedures to the field, answer customer questions, and ensure proper training on processes/procedures.
  • Ensure account maintenance is compliant with terms of program agreements.
  • Reconcile account related data through the operation of back-office systems, including client information, reports, and other data.
  • Adhere to all regulations, policies, and procedures in relation to position including but not limited to accurate capture & portrayal of client information, meeting deadlines, and account processing.
  • Conduct all scheduled audits, certifications, reconciliations, and distribution of information as required including but not limited to data downloads, reports, invoices, and vendor statements.
  • Monitor incoming calls and emails; process account maintenance; verify, and manually research as required, client identity; process client requests and follow-up with outside vendors as required.
  • Collaborate with internal partners on Not in Good Order (NIGO) paperwork to resolve; follow up as require solving NIGO workflows; manage requests for external partners to ensure IGO processing.

What you bring: 

  • High School diploma or G.E.D. required. 
  • Associate degree in a relevant field of study preferred but not required.
  • 0-2 years of relevant experience required.  Relevant experience could include a mixture of experiences with customer service and/or financial services industry experience.

What we offer: 

A meaningful mission. Great benefits. A vibrant culture 

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

 

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: 

 

Ameritas Benefits

For your money: 

  • 401(k) Retirement Plan with company match and quarterly contribution
  • Tuition Reimbursement and Assistance 
  • Incentive Program Bonuses 
  • Competitive Pay 

For your time: 

  • Flexible Hybrid work
  • Thrive Days - Personal time off
  • Paid time off (PTO)

For your health and well-being: 

  • Health Benefits: Medical, Dental, Vision 
  • Health Savings Account (HSA) with employer contribution
  • Well-being programs with financial rewards
  • Employee assistance program (EAP)

For your professional growth: 

  • Professional development programs
  • Leadership development programs
  • Employee resource groups
  • StrengthsFinder Program

      For your community:

  • Matching donations program
  • Paid volunteer time– 8 hours per month

For your family: 

  • Generous paid maternity leave and paternity leave
  • Fertility, surrogacy and adoption assistance
  • Backup child, elder and pet care support

An Equal Opportunity Employer

 

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. 

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.

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