Coordinator, Investment Operations

Ameritas • Lincoln, NE

20d • Hybrid

About The Position

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.

Requirements

• High School Diploma or GED is required.
• Experience in a broker-dealer / RIA required.

Nice To Haves

• 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.

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.

Benefits

• 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.
• StrengthsFinder 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED