Position Description:
This role will focus on supporting Broker Dealer (BD) and Registered Investment Advisor (RIA) accounting related functions. This position provides accounting professional and management support for the general financial accounting activities for the organization in compliance with regulatory policies. The incumbent will be responsible for delivering accurate, timely, and reliable financial operations, data, and reporting.
Position Location:
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do:
- Identify and execute appropriate actions, within tolerable risk, to complete daily work.
- Suggest, implement, and document improvements to existing processes and solutions.
- Ensure transactional accounting accuracy and resolve or escalate issues as needed.
- Produce, analyze, and deliver management output as required.
- Prepare account reconciliations and provide review of other reconciliations and certain transaction of the team.
- Prioritize work assignments and responsibilities (for self) for daily work, projects, and improving business processes.
- Identify and resolves technical and operational issues as needed.
- Provide support to audits/exams by working directly with the auditor/examiner in providing data and answers to inquiries.
- Adhere to a consistent approach to ensure controls are in place to maintain the financial integrity of the business area.
- Help prepare monthly and quarterly financial statements for investment advisor and broker dealer entities.
What you bring:
- Bachelor's Degree or equivalent combination of education and experience required.
- 1-3 years related accounting experience required.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Incentive Program Bonuses
- Competitive Pay
For your time:
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
For your health and well-being:
- Health Benefits: Medical, Dental, Vision
- Health Savings Account (HSA) with employer contribution
- Well-being programs with financial rewards
- Employee assistance program (EAP)
For your professional growth:
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
For your community:
- Matching donations program
- Paid volunteer time– 8 hours per month
For your family:
- Generous paid maternity leave and paternity leave
- Fertility, surrogacy and adoption assistance
- Backup child, elder and pet care support
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.
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.