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Associate Coordinator, Compliance

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Ameritas

2mo ago

  • Internship
    Full-time
    Off-cycle Internship
  • People, HR & Administration
    Banking & Finance
  • Lincoln

AI generated summary

  • You must have a high school diploma or GED, up to 2 years of admin experience, and familiarity with Microsoft Office tools like Word, Excel, and Outlook.
  • You will assist in compliance tasks, communicate with associates, follow up on reports, send reminders, and perform data entry to maintain records and databases.

Requirements

  • High School Diploma or GED required.
  • 2 years (or less) of related experience in office setting, administrative work, or similar required.
  • Experience with Microsoft Office tools (Word, Excel, Outlook, etc.) desired.

Responsibilities

  • Complete tasks assigned by leaders or others within team.
  • Communicate with internal associates to request or clarify information or schedule meetings or follow ups.
  • Send notices and reminders to field partners to complete compliance tasks and reports.
  • Follow up (via telephone when necessary) with financial professional field partners and their offices on compliance tasks and reports when first notification doesn’t receive action.
  • Perform data entry as assigned to maintain database and other record keeping sources.

FAQs

What is the job title for this position?

The job title is Associate Coordinator, Compliance.

Is this a remote position?

This is a hybrid role, working partially in-office in Lincoln, NE and partially from home.

What are the primary responsibilities of the Associate Coordinator, Compliance?

The primary responsibilities include completing tasks assigned by leaders, communicating with internal associates, sending notices and reminders to field partners, following up on compliance tasks, and performing data entry to maintain databases.

What qualifications are required for this position?

A High School Diploma or GED is required, along with 2 years or less of related experience in an office setting or administrative work.

Is experience with Microsoft Office necessary for this role?

Yes, experience with Microsoft Office tools such as Word, Excel, and Outlook is desired.

What kind of benefits does Ameritas offer?

Ameritas offers a range of benefits including a 401(k) retirement plan, tuition reimbursement, flexible hybrid work options, paid time off, health benefits, professional development programs, and community support programs.

Does this position involve communication with financial professionals?

Yes, this role involves speaking with financial professionals via telephone, especially for following up on delinquent requests.

What is the work culture like at Ameritas?

Ameritas fosters a vibrant culture that values inclusivity and diversity, focusing on fulfilling the life missions of people at every age and stage.

How often will special project assignments occur in this role?

Special project assignments will be common in this role, providing a diversity of duties.

Are there opportunities for professional growth in this position?

Yes, Ameritas provides professional development programs, leadership development programs, and employee resource groups for growth opportunities.

Does Ameritas have a matching donations program?

Yes, Ameritas offers a matching donations program.

How much paid volunteer time is provided?

Employees are provided with 8 hours of paid volunteer time each month.

What type of leave policies does Ameritas offer?

Ameritas offers generous paid maternity and paternity leave, as well as fertility, surrogacy, and adoption assistance.

Insurance | Employee Benefits | Financial Services

Finance
Industry
1001-5000
Employees
1887
Founded Year

Mission & Purpose

You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference. This kind of work can be gratifying, and it could be right for you. Ameritas BlueStar Retirement Services, LLC operates as a subsidiary of Ameritas Life Insurance Corp. Full legal disclosures at amerit.as/legal.