- Responsible for processing Financial Transactions (checks, wires, EFTs, journals) in client accounts.
- Review and approve Financial Transactions initiated by Financial Professionals and internal associates with Series 24 License.
- Initiate incoming and outgoing transfers on client accounts held with National Financial Services (NFS)
- Deposit of Stock Certificates and Warrants
- Monitor and respond to all service messages received by NFS in addition to the Cashiering Email Inbox
- Responds to incoming inquiries to the Cashiering department and back up other departments as needed via phone, email and Teams chat.
- Generate and upload the Daily Cashiering Reports in Docupace for review by a Supervising Principal.
- Collaborate with Team Lead on escalated cases for guidance and resolutions and assist leadership on projects as needed
- Perform deposit approvals, attestations and medallion signature guarantees with Series 24 License.
- AML review of customer transactions (transfers, withdrawals, deposits, etc.).
- Bachelor's degree or equivalent combination of education and experience required.
- 1-3 years of related experience required.
- Previous experience in the securities industry including AML review desired.
- FINRA Series 7 License required.
- FINRA Series 24 License desired or must obtain within 6 months of hire date.
- Experience with NFS/Fidelity Wealthscape and Docupace desired.
- Strong data entry and verbal/written communication skills are required.
- Intermediate level of experience with Microsoft Office programs required.
- Excellent attention to detail and ability to multi-task in a fast-paced, high-volume environment required.
- Ability to work effectively with limited supervision and with other departments across multiple locations required.
-
Are you passionate about improving systems and driving innovation through technology? As an IT Operations Analyst I with the Nebraska Department of Transportation (NDOT), you'll be part of a collaborative and forward-thinking team supporting mission-critical systems for the Busin ...
Lincoln, NE2 weeks ago
-
The Operations Analyst and Project Lead identifies trends and areas of opportunity within FACTS Operation Teams through analytical thinking, problem solving, and creating reports. This position makes recommendations based on findings and leads projects to foster an environment of ...
Lincoln1 month ago
-
+ Job summary · The IT Operations Analyst will support mission-critical systems for the Business Technology Systems Division in a collaborative and forward-thinking team. · + ResponsibilitiesHardware/software and network support. · Development efforts for multiple processing plat ...
Lincoln, NE2 weeks ago
-
Are you passionate about improving systems and driving innovation through technology? As an IT Operations Analyst I with the Nebraska Department of Transportation (NDOT), you'll be part of a collaborative and forward-thinking team supporting mission-critical systems for the Busin ...
Lincoln Full time2 weeks ago
-
This role provides exceptional growth opportunities for delivering services and joining the mission of the Nebraska Library Commission. · ...
Lincoln2 weeks ago
-
This role could be hybrid (Lincoln, NE or Cincinnati, OH) or remote based on proximity to an office location. Hybrid is preferred. · Efficiently process both brokerage and direct held new business and account maintenance items such as address changes, registration changes, financ ...
Lincoln, NE4 weeks ago
-
Process incoming New Accounts and perform Maintenance on existing accounts. Execute tasks in a manner which fulfills both regulatory and internal obligations and deadlines. · Efficiently process both brokerage and direct held new business and account maintenance items such as add ...
Lincoln Full time4 weeks ago
-
++We are seeking a dedicated Claims Case Manager to provide comprehensive claim servicing to our insurance policyholders. · End-to-End Claim Management: Handle every aspect of the claim process, from intake to final decision. · Status Updates: Provide frequent updates to claimant ...
Lincoln, NE1 month ago
-
Ntt data is seeking a claims case manager to provide comprehensive claim servicing to insurance policyholders. The ideal candidate will have strong analytical skills and the ability to communicate with empathy. · End-to-End Claim Management: Handle every aspect of the claim proce ...
Lincoln, NE1 month ago
-
This role could be hybrid (Lincoln, NE or Cincinnati, OH) or remote based on proximity to an office location. Process incoming New Accounts and perform Maintenance on existing accounts. · Bachelor degree or equivalent combination of education and experience required. · 2+ years ...
Lincoln, NE3 weeks ago
-
Job Description · 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 int ...
Lincoln $2,423 - $38,100 (USD) per year Full time11 hours ago
-
This position is responsible for timely accurate and efficient processing of financial transactions in our client accounts. · Ameritas has a reputation as a company that cares we're committed to an inclusive culture and diverse workplace enriched by our individual differences. ...
Lincoln Full time1 week ago
-
We are seeking a dedicated Claims Case Manager to provide comprehensive claim servicing to our insurance policyholders. This role involves managing the entire claims process from intake to final decision. · Gather information and initiate claims through various channels. · Detail ...
Lincoln1 month ago
-
We are seeking a dedicated Claims Case Manager to provide comprehensive claim servicing to our insurance policyholders.This role involves managing the entire claims process from intake to final decision, · ensuring frequent status updates to claimants through their preferred comm ...
Lincoln1 month ago
-
This is an entry-level position responsible for timely accurate and efficient processing of financial transactions in client accounts. · Responsible for processing Financial Transactions (checks wires EFTs journals) in client accounts. · ...
Lincoln, NE1 week ago
-
Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer... · Assist in department as needed using analytical tools, critical thinking and problem solving. · The perks of working at Nelnet go beyond our be ...
Lincoln1 month ago
-
The Senior Investment Operations Analyst role at Ameritas is a high-volume position that involves processing new accounts and maintaining existing ones efficiently and accurately. The job requires strong data entry skills, attention to detail, and the ability to multitask in a fa ...
Lincoln $24.23 - $38.76 (USD)1 month ago
-
The Business Intelligence Analyst is responsible for analyzing and reviewing data that is collected in our current and future products and services. · ...
Lincoln, NE3 weeks ago
-
The Business Analyst may be responsible for any of the following tasks: developing processes for internal and external systems, identifying business needs for the company and customers, working on logic and analytical based projects, and organizing, prioritizing, and leading deve ...
Lincoln, NE $70,000 - $95,000 (USD) per year1 week ago
-
The Business Analyst Intern may be responsible for any of the following tasks: developing processes for internal and external systems, identifying business needs for the company and customers, working on logic and analytical based projects, and organizing, prioritizing, and leadi ...
Lincoln, NE $42,000 - $65,000 (USD) per year3 days ago
Senior Investment Operations Analyst - Lincoln - Ameritas
Description
Job Description
This position is responsible for timely, accurate, and efficient processing of financial transactions in our client accounts. This position will approve financial transactions initiated by other team members. Other duties will include initiating incoming and outgoing transfers, communicating with our Financial Professionals and Clearing Firms, depositing stock certificates, and a variety of other tasks. This role may perform Anti-money laundering (AML) review.
AIC (Ameritas Investment Company LLC) a FINRA registered Broker Dealer and AAS, (Ameritas Advisory Services LLC) a federally registered investment advisor firm.
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home. Anticipated work schedule Monday through Friday 8:00am to 5:00pm.
What you do:
What you bring:
What we offer:
A meaningful mission. Great benefits. A vibrant culture
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.
Pay:
$24.76
-
$39.61
-
IT Operations Analyst
Only for registered members Lincoln, NE
-
Operations Analyst
Only for registered members Lincoln
-
Temporary IT Operations Analyst
Only for registered members Lincoln, NE
-
Temporary IT Operations Analyst
Full time Only for registered members Lincoln
-
IT Operations Analyst I
Only for registered members Lincoln
-
Investment Operations Analyst
Only for registered members Lincoln, NE
-
Investment Operations Analyst
Full time Only for registered members Lincoln
-
HC and Insurance Operations Analyst
Only for registered members Lincoln, NE
-
HC and Insurance Operations Analyst
Only for registered members Lincoln, NE
-
Senior Investment Operations Analyst
Only for registered members Lincoln, NE
-
Senior Investment Operations Analyst
Full time Ameritas- Lincoln
-
Senior Investment Operations Analyst
Full time Only for registered members Lincoln
-
HC and Insurance Operations Analyst
Only for registered members Lincoln
-
HC and Insurance Operations Analyst
Only for registered members Lincoln
-
Senior Investment Operations Analyst
Only for registered members Lincoln, NE
-
Firstmark Operational Analyst IV
Only for registered members Lincoln
-
Senior Investment Operations Analyst
Only for registered members Lincoln
-
Business Intelligence Analyst
Only for registered members Lincoln, NE
-
Business Analyst
Only for registered members Lincoln, NE
-
Business Analyst Intern
Only for registered members Lincoln, NE