Investment Operations Specialist - Hybrid Role & Growth Impact

Posted today

ameritasexternalLincoln (NE)

Financial Clerks, All Other Miscellaneous Financial Investment Activities

SENIORITY

Mid

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About the role

Ameritas 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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.