Coordinator, Investment Operations

ameritasexternal; Lincoln (NE); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Flexible hybrid work

401(k) with company match

Tuition Reimbursement

Paid time off

Health benefits

Job summary

Ameritas is seeking an Operations Associate to support money movement and fee-billing tasks in a hybrid Lincoln, NE role. You will handle account maintenance, regulatory obligations, and service requests under moderate supervision.

The position requires strong MS Office skills and experience with Wealthscape (ICP), FBSI, Orion, Docupace, and Caesar. Prior cashiering/fee-billing in a broker-dealer/RIA is preferred and experience in the industry is required.

Qualifications

• H.S. Diploma or GED required; Associate’s degree preferred.
• Experience in a broker-dealer/RIA is highly regarded and strengthens candidacy.
• Proficiency with MS Office and industry software such as Wealthscape (ICP), FBSI, Orion, Docupace, and Caesar is strongly preferred.
• Cashiering and/or fee-billing experience in a broker-dealer / RIA is a plus.
• Experience in a broker-dealer / RIA is required.

Responsibilities

• Process financial transactions, service requests, payment setups, and account maintenance across multiple systems.
• Daily review, tracking, and deposit of physical checks received at the office.
• Respond to inquiries from field representatives and internal teams, explaining procedures and account activity.
• Support reporting activities and basic analysis of workflows or processing results.
• Research and resolve routine issues and discrepancies using established procedures.
• Collaborate with operations, service teams, and external vendors to ensure timely processing within SLAs.

Skills

Attention to detail

Communication skills

Time management

Regulatory/compliance awareness

Team collaboration

Education

H.S. Diploma or GED

Associate’s degree preferred

Tools

MS Office

Wealthscape (ICP)

FBSI

Orion

Docupace

Caesar

Job description

This position will assist the Money movement and fee-billing teams in carrying out all duties including but not limited: account maintenance, and operational support functions under moderate supervision. The incumbent will also monitor existing account updates and other requests while fulfilling both regulatory and internal obligations.

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

What you do:

• Process financial transactions, submit service requests, payment setups, and account maintenance activities across multiple systems.
• Daily review, tracking, and deposit of physical checks received at the office
• Respond to inquiries from field representatives and internal teams, providing explanation and clarification of procedures and account activity.
• Support reporting activities, including recurring operational reports and basic analysis of workflow or processing results.
• Research and resolve routine issues, including NIGO workflows, and account discrepancies using established procedures.
• Collaborate with operations, service teams, and external vendors to complete requests and ensure timely processing within service level expectations.

What you bring:

• H.S. Diploma or GED is required.
• Associate’s degree is preferred.
• Experience with MS Office, Wealthscape (ICP), FBSI, Orion, Docupace, and/or Caesar strongly preferred.
• Cashiering and/or fee-billing experience in a broker-dealer / RIA strongly preferred.
• Experience in a broker-dealer / RIA required.

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.

Application Deadline

This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.