Coordinator, Investment Operations

3 weeks ago

Lincoln Nebraska, United States Ameritas Full time

Position Description:  

 

Understand and execute the daily processes that keep AIP Wealth Management operating smoothly.  Support the business by monitoring investment data for individual investors. Assist the operations team in carrying out duties including new business account set-up, reporting coordination, and processing letters on client accounts. Monitor for account updates and perform daily upload/download of information between various systems. All work will be performed while fulfilling regulatory and internal compliance obligations.

 

Position Location:

 

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

 

What you do:

  • Perform accurate and complete data entry including retention of important documents.
  • Set up new accounts, resolve issues with both internal and external partners, streamline operational procedures to the field, and answer customer questions.
  • Reconcile account related data through the operation of back-office systems, including client information, reports, and other data.
  • Conduct scheduled and ad hoc distribution of information as required including but not limited to client correspondence, surveys, reports, invoices, and statements.
  • Ensure account set up and maintenance is compliant within terms of program agreements.
  • Adhere to all regulations, policies, and procedures.
  • Process account maintenance needs. Monitor, verify, and manually research responses to correspondence and emails as required.

What you bring: 

  • High school diploma or GED required.
  • Associate degree or equivalent combination of education and work experience desired.
  • 2 years of relevant experience required.
  • Previous experience from the financial services industry, accounting field, or data entry field would be considered most highly relevant and desired.

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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