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Associate Coordinator, Compliance
2 months ago
Position Description:
Use administrative skills to help leaders and members of Compliance Team to perform work in support of team objectives. This position performs administrative functions and processes to support compliance principals within Ameritas Investment Company and Ameritas Advisory Services. This role will support other members of the compliance team by performing administrative tasks.
This is a great entry level role to learn the financial services industry. This role will offer a diversity of duties (special project assignments will be common). This role will require someone who can work with limited direction and stay on task to achieve projects on required deadlines. Must be comfortable speaking with financial processionals via telephone when following up on delinquent requests.
Position Location:
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do:
Complete tasks assigned by leaders or others within team.
Communicate with internal associates to request or clarify information or schedule meetings or follow ups.
Send notices and reminders to field partners to complete compliance tasks and reports.
Follow up (via telephone when necessary) with financial professional field partners and their offices on compliance tasks and reports when first notification doesn’t receive action.
Perform data entry as assigned to maintain database and other record keeping sources.
What you bring:
High School Diploma or GED required.
2 years (or less) of related experience in office setting, administrative work, or similar required.
Experience with Microsoft Office tools (Word, Excel, Outlook, etc.) 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.