Coordinator, Investment Operations

Coordinator, Investment Operations
Ameritas Investment Partn HYB-NEHY1
Investments
Full-time

Understand and execute the daily processes that keep AIP Wealth Management operating smoothly.

Support the business by monitoring investment data for individual investors. Assist the operations team in carrying out duties including new business account set-up, reporting coordination, and processing letters on client accounts. Monitor for account updates and perform daily upload/download of information between various systems. All work will be performed while fulfilling regulatory and internal compliance obligations.

This is a hybrid role working partially in-office and partially from home.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

What you do

• Perform accurate and complete data entry including retention of important documents.
• Set up new accounts, resolve issues with both internal and external partners, streamline operational procedures to the field, and answer customer questions.
• Reconcile account related data through the operation of back-office systems, including client information, reports, and other data.
• Conduct scheduled and ad hoc distribution of information as required including but not limited to client correspondence, surveys, reports, invoices, and statements.
• Ensure account set up and maintenance is compliant within terms of program agreements.
• Adhere to all regulations, policies, and procedures.
• Process account maintenance needs. Monitor, verify, and manually research responses to correspondence and emails as required.

What you bring

• High school diploma or GED required.
• Associate's degree or equivalent combination of education and work experience desired
• 2 years of relevant experience required.
• Previous experience from the financial services industry, accounting field, or data entry field would be considered most highly relevant and desired.

What We Offer

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

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.