Position Description:
This role is responsible for timely, accurate, and efficient processing of financial transactions in our client accounts. This position will also approve financial transactions initiated by other team members. Other duties will include initiating incoming and outgoing transfers, communicate with our Financial Professionals and Clearing Firm, deposit stock certificates and a variety of other tasks.
Perform work in support of both AIC (Ameritas Investment Company LLC) a FINRA registered Broker Dealer and AAS, (Ameritas Advisory Services LLC) a federally registered investment advisor firm.
Position Location:
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do:
- Responsible for processing Financial Transactions (checks, wires, EFTs, journals) in client accounts. Perform regular internal audit of transactions to verify accuracy.
- Review and approve Financial Transactions initiated by Financial Professionals and internal associates. Identify and eliminate potential problems in a timely manner.
- Initiate all 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.
- Answers incoming calls to the Cashiering department and back up other departments as needed.
- Print and upload the Daily Cashiering Reports 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. Establish and utilize techniques that will assist in discovering and preventing fraud.
What you bring:
- Bachelor’s Degree or equivalent combination of education and experience required.
- 1-3 years of related experience required.
- Intermediate level of experience with Microsoft programs required.
- Strong attention to detail and accuracy is required for this role.
- Previous experience in the securities industry strongly preferred.
- Series 7 License required.
- Series 24 License preferred or must obtain within 6 months of hire date.
- Experience with Wealthscape, NFS, and/or Docupace all desired.
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
Foryour 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 programswith 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.
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.