Financial Transaction Specialist
19 hours ago
We are seeking a highly skilled Financial Transaction Specialist to join our team at Ameritas. As a key member of our operations team, you will be responsible for processing financial transactions in a timely and accurate manner.
Key Responsibilities:
- Process financial transactions, including checks, wires, and EFTs, in client accounts.
- Review and approve financial transactions initiated by financial professionals and internal associates.
- Initiate incoming and outgoing transfers on client accounts held with National Financial Services (NFS).
- Deposit stock certificates and warrants.
- Monitor and respond to service messages received by NFS and the Cashiering Email Inbox.
- Answer incoming calls to the Cashiering department and provide backup support to other departments as needed.
- Print and upload daily cashiering reports for review by a supervising principal.
- Collaborate with team leads on escalated cases and assist leadership on projects as needed.
Requirements:
- Bachelor's degree or equivalent combination of education and experience.
- 1-3 years of related experience.
- Intermediate level of experience with Microsoft programs.
- Strong attention to detail and accuracy.
- Previous experience in the securities industry is strongly preferred.
- Series 7 license required.
- Series 24 license preferred or must obtain within 6 months of hire date.
About Ameritas:
Ameritas is a mutual-based organization that prioritizes volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
We offer a comprehensive benefits package, including competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others.
We are an Equal Opportunity Employer committed to an inclusive culture and diverse workplace, enriched by our individual differences.
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