Coordinator, Investment Operations

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.

• 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.

• 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.

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:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

• Health Benefits:
  
  Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).

• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• Strengths Finder Program.

• Matching donations program.
• Paid volunteer time– 8 hours per month.

• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

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.

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.

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the…