Sr Operations Specialist - Financial Transactions

Job Description

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.

AIC (Ameritas Investment Company LLC) a FINRA registered Broker Dealer and AAS, (Ameritas Advisory Services LLC) a federally registered investment advisor firm.

The Sr Operations Specialist-Financial Transactions 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.

What you do

• Responsible for processing Financial Transactions (checks, wires, EFTs, journals) in client accounts.
• Review and approve Financial Transactions initiated by Financial Professionals and internal associates.
• 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.

What you bring

• Bachelor's Degree or equivalent experience required
• 1-3 years of related experience required
• Previous experience in the Securities Industry preferred
• Series 7 License required
• Series 24 License preferred or must obtain within 3-6 months of hire
• Experience with Wealthscape and Docupace preferred
• Intermediate level of experience with Microsoft programs
• Strong attention to detail and accuracy is required for this role

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.

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