Operations Representative II - Broker Dealer

Preparing for the Future • Indianapolis, IN

2d • Hybrid

About The Position

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives! OneAmerica Securities is seeking a detail-oriented and dependable Broker-Dealer Operations Representative to join our team. In this role, you will be responsible for ensuring the accuracy and completeness of the broker-dealer’s books and records in compliance with regulatory standards. You will play a key role in processing business transactions and supporting the operational integrity of our broker-dealer platform.

Requirements

• 2+ year's experience customer service required.
• High School Diploma required, or any combination of education and experience which would provide an equivalent background.
• Strong attention to detail and organizational skills.
• Strong problem-solving and reconciliation skills.
• Effective communication skills, both written and verbal.
• Ability to work independently and collaborate with team members and internal partners.
• Self-motivated with a strong sense of ownership and accountability.
• Comfortable working in a fast-paced, high-volume environment.

Nice To Haves

• College degree or work experience lieu preferred (insurance, operations, call center, investments or financial services).
• Familiarity with broker-dealer operations and regulatory requirements is preferred.

Responsibilities

• Perform initial review and data entry of new account forms, applications, and checks.
• Process and forward direct securities applications and checks to appropriate financial service providers.
• Execute account maintenance tasks, including customer account reassignment and updates.
• Assist in resolving transaction processing errors and discrepancies.
• Maintain accurate records, files, and databases to support broker-dealer operations and regulatory compliance.

Benefits

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location (Indianapolis, Charlotte, Cincinnati )

What This Job Offers

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