Ameritas • Lincoln, NE 68510 • Posted today
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The Senior Operations Specialist - Financial Transactions at Ameritas is responsible for the timely, accurate, and efficient processing of financial transactions in client accounts. This role involves approving financial transactions initiated by other team members, initiating transfers, communicating with Financial Professionals and the Clearing Firm, and depositing stock certificates. The position is hybrid, working both in-office and remotely, and supports both AIC and AAS, Ameritas Investment Company LLC and Ameritas Advisory Services LLC respectively.
About Ameritas
Ameritas Life Insurance is a leading insurance company in the United States, offering a wide range of insurance and financial products to individuals, families, and businesses. With headquarters in Lincoln, Nebraska, Ameritas provides services such as life insurance, dental insurance, vision insurance, retirement plans, and investment advisory services to meet the diverse needs of its customers. The company's strong market position and commitment to customer satisfaction ensure its success and continued growth in the industry.
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.
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.
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
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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.
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