Investment Operations Specialist

Invst; Indianapolis (IN); On-site; USD 49,500 - 60,500; Full time

Benefits offered by this job

401(k) with company match

Full medical coverage

Flexible PTO

Job summary

Invst, an SEC-registered investment advisory firm based in Indianapolis, is looking for an Operations Specialist to support investment service operations. You'll handle critical transactions, manage billing procedures, and ensure seamless client onboarding.

The ideal candidate has over 2 years of experience in financial operations, is detail-oriented, and thrives in fast-paced environments. This position offers a competitive salary starting at $55k plus performance bonuses and benefits like 401(k) matching and medical coverage.

Qualifications

• 2+ years of experience in financial operations.
• Strong knowledge of investment operations best practices.
• Hands-on experience with advisory trading systems.

Responsibilities

• Processing client money movements and transactions.
• Managing daily trading operations and billing procedures.
• Supporting new account setups.

Skills

Detail-oriented

Communication skills

Ability to thrive in competitive environments

Tools

Orion/Eclipse systems

Job description

Why Invst?

We're not your typical Wall Street firm.

At Invst, we put our clients first and our people second - which means you'll thrive here. Based in Indianapolis, we're an SEC-registered investment advisory firm that's been recognized as:

• Best Financial Advisory Firm by USA Today
• Best Place to Work in Indiana by the Indiana Chamber
• Fastest Growing RIA in Indiana by Citywire RIA

Our mission is simple: Help people live the life they want by making money work for them. And we do it with a team that genuinely has your back.

What You'll Do

As our Operations Specialist, you'll be the backbone of our investment service operations. You'll handle the critical investment, billing, and auditing transactions that help our clients achieve their dreams. In addition, you’ll support our advisory team with the operational excellence they need to succeed.

Your day‑to‑day will include:

• Processing client money movements, transfers, and account transactions with precision
• Managing daily trading operations and billing procedures
• Maintaining client accounts in our portfolio management system
• Supporting new account setups and ensuring seamless client onboarding
• Collaborating with advisors and staff to deliver exceptional client experiences
• Handling compliance tasks and audits

You'll love this role if you:

• Enjoy being the person others can count on to get things done right
• Take pride in attention to detail and accuracy
• Thrive in a fast‑paced environment where your work directly impacts client success
• Want to grow your career in financial services with a company that invests in you

What You Bring

Must‑haves:

• 2+ years of experience in financial operations
• A track record of thriving in competitive, results‑driven environments
• Exceptional communication skills (you’ll be working with staff and advisors daily)
• Exceptional knack for details and precise work
• Experience with Orion/Eclipse systems
• Solid understanding of financial advisory regulations and compliance requirements
• Hands‑on experience with advisory trading systems and rebalancing platforms
• Strong knowledge of investment operations best practices

What's In It For You

Competitive compensation package:

• Salary based on your experience and skills (starting at $55k based on experience)
• Monthly performance bonuses that reward your contributions
• 401(k) with company match
• Full medical coverage
• Short‑term and long‑term disability insurance
• Group life insurance
• Flexible PTO (because work‑life balance matters)

Growth opportunities:

• Professional development and continuing education support
• Clear advancement paths in a rapidly growing company
• Work alongside industry experts who are invested in your success

Company culture you'll actually enjoy:

• Always Got Your Back - We support each other through thick and thin
• WITWOWWOW (Whatever It Takes, Without Whining, While Only Winning) - We get results with a positive attitude
• Always Growing - Your development is our priority
• Abundance Mindset - There's success for everyone here

Ready to Join Us?

This is an on‑site position at our Indianapolis headquarters. You'll need to live in the Indianapolis metropolitan area to be considered.

To apply, send us your resume and a brief cover letter explaining why you're excited about this opportunity and how your experience makes you the right fit.

We're looking for someone who's passionate about financial services and ready to make a real impact in a company that's going places. If that sounds like you, we'd love to meet you.