Coordinator, Investment Operations - Lincoln, NE

Ameritas; Lincoln (NE); Hybrid; USD 26,000 - 41,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Incentive program bonuses

PTO

Job summary

Ameritas in Lincoln, Nebraska is seeking a Coordinator, Investment Operations to assist the Money Movement and Fee-Billing teams with account maintenance and operational support under moderate supervision. The role will process transactions, deposit checks, and respond to inquiries from field representatives and internal teams, ensuring accurate processing and timely service.

This is a hybrid role with in-office work in Lincoln and remote work components.

Qualifications

• HS Diploma or GED required.
• Associate's degree preferred.
• Experience with MS Office and broker-dealer/RIA software is preferred.
• Experience in a broker-dealer/RIA environment is required.

Responsibilities

• Process financial transactions, submit service requests, payment setups, and account maintenance activities.
• 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.

Skills

MS Office

Broker-dealer/RIA experience

Education

HS Diploma or GED

Associate's degree preferred

Tools

Wealthscape (ICP)

Orion

Docupace

Caesar

FBSI

Job description

Coordinator, Investment Operations

#6094

Lincoln, Nebraska, United States

Position Locations

Lincoln, Nebraska, United States

Area of Interests

Investments

Full-Time/Part Time

Full-time

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.

About this Position's Pay

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

Job Details

Pay Range $18.72 - $29.95 / hour

Pay Transparency

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.