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Investment Coordinator

Company: Ameritas
Location: Lincoln
Posted on: July 22, 2021

Job Description:

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

The Investment Coordinator will assist the RIA operations team in carrying out all duties including but not limited to new business set-up, monitoring and processing of client accounts. This position will also monitor existing account updates and other requests while fulfilling both regulatory and internal obligations. This role will work with both internal and external customers on managed accounts transactions while meeting deadlines and adhering to applicable laws, rules, and regulations.

What you do

* Set up new accounts, resolve issues with both internal and external partners, streamline operational procedures to the field, answer customer questions, and ensure proper training on processes/procedures * Ensure account maintenance is compliant with terms of program agreements * Reconcile account related data through the operation of back office systems, including client information, reports, and other data - technical group * Adhere to all regulations, policies, and procedures in relation to position including but not limited to: accurate capture & portrayal of client information, meeting deadlines, and account processing * Conduct all scheduled audits, certifications, reconciliations, and distribution of information as required including but not limited to data downloads, reports, invoices, and vendor statements * Monitor incoming calls and emails; process account maintenance; verify, and manually research as required, client identity; process client requests and follow-up with outside vendors as required * Collaborate with internal partners on Not In Good Order (NIGO) paperwork to resolve; follow up as require to solve NIGO workflows; manage requests for external partners to ensure IGO processing

What you bring

* H.S. Diploma or GED required * Associate's Degree or 2-4 years related experience preferred * Less than 2 years of customer service experience preferred * Experience with MS Office, Wealthscape (including BPM and UAO), FBSI, IGDX (Ameritas Imaging), and/or Caesar, Orion, Docupace, Envestnet preferred * Broker Dealer and/or RIA experience preferred

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.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: Ameritas, Lincoln , Investment Coordinator, Other , Lincoln, Nebraska

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