Hybrid Investment Operations Coordinator

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

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.