Hybrid Investment Operations Coordinator

Ameritas-Life-Insurance-Corp; Lincoln (NE); Hybrid; USD 25,000 - 41,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Incentive program bonuses

Competitive pay

Job summary

Ameritas in Lincoln, Nebraska, is seeking an detail-oriented Money Movement & Fee-Billing Operations Associate for a hybrid in-office and remote role. You will process transactions, manage deposits, and respond to inquiries while supporting reporting and workflow analysis.

The ideal candidate has a high school diploma or GED, with an associate degree preferred, and experience with MS Office and brokerage systems.

Qualifications

• HS 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.

Responsibilities

• 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.

Education

HS Diploma or GED

Associate's degree

Tools

MS Office

Wealthscape (ICP)

FBSI

Orion

Docupace

Caesar

Job description

Ameritas in Lincoln, Nebraska, is seeking an detail-oriented Money Movement & Fee-Billing Operations Associate for a hybrid in-office and remote role. You will process transactions, manage deposits, and respond to inquiries while supporting reporting and workflow analysis.

The ideal candidate has a high school diploma or GED, with an associate degree preferred, and experience with MS Office and brokerage systems.