Ameritas · 21 hours ago
Investment Operations Analyst
Lincoln, NE
Full-time
Hybrid
Entry, Mid Level
$24/hr - $38/hr
2+ years expAmeritas is an insurance, financial services and employee benefits provider. They are seeking an Investment Operations Analyst to efficiently process new business and account maintenance tasks while ensuring adherence to regulatory and internal obligations.
Financial ServicesInsurance
No H1B
Responsibilities
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 internal obligations and deadlines
Work both with Direct Business accounts held at outside vendors and Brokerage/Investment Advisory accounts held through affiliated company clearing firms
Efficiently process both brokerage and direct held new business and account maintenance items such as address changes, registration changes, financial updates, verifications, returned mail research, and other new business functions as directed by Operations Management
Review and accurately index new work items in the Docupace system
Utilize the Docupace and Caesar Data Base systems to retrieve client paperwork and accurately enter client information into back-office systems
Effectively handle incoming calls on the New Accounts phone line and incoming emails in the New Accounts email inbox
Adherence to AIC Operations' Core Service Standards for processing and assisting other associates as dictated by volume of processing and direction from Operations management
Courteous customer service and effective oral and written communication with registered reps, outside financial institutions, Ameritas associates, and clients
Ability to work effectively with peers and supervisors in a multi-location environment
Effective utilization of multiple software programs, Internet applications, and databases necessary to complete workload requirements
Process complex brokerage accounts proficiently
Qualification
Required
Bachelor degree or equivalent combination of education and experience required
2+ years related work experience required, preferably in the financial services, banking, and/or insurance industries
Strong data entry and verbal/written communication skills are required
Excellent attention to detail and ability to multi-task in a fast-paced, high-volume environment required
Experience with MS Office required
Ability to work effectively with limited supervision and with other departments across multiple locations
Preferred
At least 1 year of securities processing or industry experience preferred
FINRA Series 7 and Series 24 desired but not required
Benefits
401(k) Retirement Plan with company match and quarterly contribution.
Tuition Reimbursement and Assistance.
Incentive Program Bonuses.
Competitive Pay.
Flexible Hybrid work.
Thrive Days - Personal time off.
Paid time off (PTO).
Health Benefits: Medical, Dental, Vision.
Health Savings Account (HSA) with employer contribution.
Well-being programs with financial rewards.
Employee assistance program (EAP).
Professional development programs.
Leadership development programs.
Employee resource groups.
StrengthsFinder Program.
Matching donations program.
Paid volunteer time– 8 hours per month.
Generous paid maternity leave and paternity leave.
Fertility, surrogacy, and adoption assistance.
Backup child, elder and pet care support.
Company
Ameritas
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2007-04-01Private Equity
Leadership Team
Robert Jurgensmeier
Chief Executive Officer, Ameritas Mutual Holding Company
Jennifer Wooster
SVP, Chief actuary and underwriting
Recent News
2025-12-18
PR Newswire
2025-10-29
2025-10-10
Company data provided by crunchbase