Investment Operations Specialist - Hybrid Role & Growth Impact
ameritasexternalLincoln, NE
Investment Operations Specialist - Hybrid Role & Growth Impact
ameritasexternalLincoln, NE
today
Occupations
Financial Clerks, All OtherBrokerage ClerksSecurities, Commodities, and Financial Services Sales AgentsIndustries
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceInvestment Banking and Securities IntermediationAbout the role
Ameritas is seeking an Operations Associate to support money movement and fee-billing tasks in a hybrid Lincoln, NE role. You will handle account maintenance, regulatory obligations, and service requests under moderate supervision.
The position requires strong MS Office skills and experience with Wealthscape (ICP), FBSI, Orion, Docupace, and Caesar. Prior cashiering/fee-billing in a broker-dealer/RIA is preferred and experience in the industry is required.
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JOB OVERVIEW
Experience level
Mid
Location
Lincoln, NE
Occupation
Financial Clerks, All Other
Industry
Miscellaneous Financial Investment Activities
Posted
today
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