Investment Operations Analyst

Ameritas•Lincoln, NE

6h•Hybrid

About The Position

Process incoming New Accounts and perform Maintenance on existing accounts. Perform timely, accurate, and efficient processing of client accounts. Complete existing account maintenance and updates. Execute tasks in a manner which fulfills both regulatory and internal obligations and deadlines. Work both with Direct Business accounts held at outside vendors and Brokerage/Investment Advisory accounts held through affiliated company clearing firms. Anticipated work schedule Monday-Friday 8:00 am to 5:00 pm. This role could be hybrid (Lincoln, NE or Cincinnati, OH) or remote based on proximity to an office location. Hybrid is preferred. 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.

Requirements

Bachelor degree or equivalent combination of education and experience required.
2+ years related work experience required, preferably in the financial services, banking, and/or insurance industries.
Strong data entry and verbal/written communication skills are required.
Excellent attention to detail and ability to multi-task in a fast-paced, high-volume environment required.
Experience with MS Office required.
Ability to work effectively with limited supervision and with other departments across multiple locations.

Nice To Haves

At least 1 year of securities processing or industry experience preferred.
FINRA Series 7 and Series 24 desired but not required.

Responsibilities

Efficiently process both brokerage and direct held new business and account maintenance items such as address changes, registration changes, financial updates, verifications, returned mail research, and other new business functions as directed by Operations Management.
Review and accurately index new work items in the Docupace system
Utilize the Docupace and Caesar Data Base systems to retrieve client paperwork and accurately enter client information into back-office systems.
Effectively handle incoming calls on the New Accounts phone line and incoming emails in the New Accounts email inbox.
Adherence to AIC Operations' Core Service Standards for processing and assisting other associates as dictated by volume of processing and direction from Operations management.
Courteous customer service and effective oral and written communication with registered reps, outside financial institutions, Ameritas associates, and clients.
Ability to work effectively with peers and supervisors in a multi-location environment.
Effective utilization of multiple software programs, Internet applications, and databases necessary to complete workload requirements.
Process complex brokerage accounts proficiently