Investment Operations Specialist - Precise, Client-Focused.

Invst Acquires NS Capital; Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Award-winning SEC-registered RIA

Growth opportunities and professional

Job summary

INVST is an independent Registered Investment Advisory firm based in Indianapolis. The Investment Operations Specialist role focuses on accurate investment, billing, and auditing transactions, while supporting the advisory team to maintain operational excellence.

You will process client money movements, transfers, and account transactions, manage daily trading operations, and ensure smooth onboarding for new clients. This is a full-time, on-site position in Indianapolis.

Qualifications

• 5+ years of experience in financial operations.
• Exceptional communication skills for daily interaction with staff and advisors.
• Excellent attention to detail and precise work.
• Proven reliability and accountability for accurate processing.
• Thrives in a fast-paced environment with direct client impact.
• Interest in growing within a dynamic, client-focused team.

Responsibilities

• Process client money movements, transfers, and account transactions with precision.
• Manage daily trading operations and billing procedures.
• Maintain client accounts in the portfolio management system.
• Support new account setups and seamless client onboarding.
• Collaborate with advisors and staff to deliver outstanding client experiences.
• Handle compliance tasks and audits.

Skills

Financial operations

Communication

Attention to detail

Reliability

Fast-paced environment

Career growth

Job description

INVST is an independent Registered Investment Advisory firm based in Indianapolis. The Investment Operations Specialist role focuses on accurate investment, billing, and auditing transactions, while supporting the advisory team to maintain operational excellence.

You will process client money movements, transfers, and account transactions, manage daily trading operations, and ensure smooth onboarding for new clients. This is a full-time, on-site position in Indianapolis.