Investment Operations Specialist - Hybrid Role & Growth Impact
ameritasexternalLincoln, NE
Investment Operations Specialist - Hybrid Role & Growth Impact
L4
ameritasexternalLincoln, NEyesterday
Occupations
Financial Clerks, All OtherBrokerage ClerksSecurities, Commodities, and Financial Services Sales AgentsIndustries
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceInvestment Banking and Securities IntermediationAmeritas 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.
Apply now
Level
MidL4
Location
Lincoln, NE
Occupation
Financial Clerks, All Other
Industry
Miscellaneous Financial Investment Activities
Posted
yesterday
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