Financial Operations Specialist
1 week ago
We are seeking a highly skilled Financial Operations Specialist to join our team at Ameritas. This role is responsible for the timely, accurate, and efficient processing of financial transactions in our client accounts.
Key Responsibilities- Process financial transactions, including checks, wires, EFTs, and journals, in client accounts.
- Perform regular internal audits to verify accuracy and identify potential problems.
- 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.
- 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.
- Perform deposit approvals, attestations, and medallion signature guarantees with Series 24 License.
- Establish and utilize techniques to discover and prevent fraud.
- 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.
- Series 7 License required.
- Series 24 License preferred or must obtain within 6 months of hire date.
- Experience with Wealthscape, NFS, and/or Docupace desired.
Ameritas is a mutual-based organization committed to professional development, opportunity, inclusion, and diversity. We offer a total rewards package with comprehensive health and welfare benefits, 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 and are committed to an inclusive culture and diverse workplace, enriched by our individual differences.
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