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Financial Operations Specialist
2 months ago
This is a hybrid position that combines financial expertise with operational skills to ensure timely, accurate, and efficient processing of financial transactions in client accounts.
Key Responsibilities- Transaction Processing: Responsible for processing financial transactions (checks, wires, EFTs, journals) in client accounts, performing regular internal audits to verify accuracy.
- Transaction Review and Approval: Review and approve financial transactions initiated by financial professionals and internal associates, identifying and eliminating potential problems in a timely manner.
- Transfer Management: Initiate all incoming and outgoing transfers on client accounts held with National Financial Services (NFS).
- Deposit and Stock Certificate Management: Deposit stock certificates and warrants, and monitor and respond to all service messages received by NFS.
- Customer Service: Answer incoming calls to the Cashiering department and back up other departments as needed.
- Reporting and Compliance: Print and upload the Daily Cashiering Reports for review by a supervising principal, and collaborate with team lead on escalated cases for guidance and resolutions.
- Education: Bachelor's degree or equivalent combination of education and experience required.
- Experience: 1-3 years of related experience required, with intermediate level of experience with Microsoft programs.
- Licenses and Certifications: Series 7 license required, Series 24 license preferred or must obtain within 6 months of hire date.
- Skills: Strong attention to detail and accuracy required, with previous experience in the securities industry strongly preferred.
Ameritas is a mutual-based organization committed to fulfilling life by providing trusted financial products and advice. We prioritize professional development, opportunity, inclusion, and diversity, with a focus on team building and collaboration.
We offer a total rewards package with comprehensive health and welfare benefits, competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others.