Lead Operations Specialist - Retirement Plans - Remote USA Position-Ameritas HQ is Lincoln, NE

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Lead Operations Specialist - Retirement Plans

#5568

Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States

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Position Locations

Remote USA Position-Ameritas HQ is Lincoln

Nebraska

United States

Area of Interests

Retirement Plans

Full-Time / Part Time

Full-time

Job Description

Position Location :

This position is remote (USA) and does not require regular in-office presence.

Position Description :

This position is responsible for all special trading requests, corrections, transactions, trading on incoming and outgoing plan transfers, imports and exports to custodians, share and cash reconciliation, fund mappings, and model maintenance.

What you do

• Reconciles Relius and Custodian cash balances daily.
• Reconciles records and executes transactions necessary for plans transferring in and out (incl. MEP / PEO clients).
• Processes complex prior year contributions.
• Processes complex Special Trading Requests, including true-ups and lost earnings allocations.
• Processes high-complexity investment menu changes and mappings.
• Processes Relius corrections including negative balance corrections, source corrections, and vesting corrections.
• Processes Social Security Number corrections or combinations within the Relius system.
• Processes internal participant account transfers, including plan-to-plan transfer, QDRO splits, and beneficiary accounts.
• Develops technical skills and expansion of knowledge of our systems and RK software to find better ways to service clients and adapt to system changes and upgrades.

What you bring

What We Offer

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 :

For your time :

For your health and well-being :

For your professional growth :

For your community :

For your family :

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.

About this Position's Pay

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.

Job Details

Pay Range

Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.

$65,382.00 - $107,880.00 / year

Pay Transparency

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.