Trading & Client Operations Specialist

Impact Financial Group; Indianapolis (IN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Parental leave

Training & development

Vision insurance

Company parties

Advancement opportunities

Job summary

Impact Financial Group is seeking an Operations Specialist to join a dynamic team in Indianapolis. You will coordinate trading and investment operations, support client onboarding, and manage account administration to deliver an exceptional client experience.

The role emphasizes workflow management, reporting, and cross-training with the Operations Trading Specialist to ensure accuracy and efficiency in daily activities while adhering to firm procedures and regulatory requirements.

Qualifications

• Bachelor's degree preferred; two+ years in financial services or related field.
• Working knowledge of brokerage, advisory, and financial planning operations preferred.
• Series 7 and Series 66 preferred but not required.
• Proficiency with CRM systems and Microsoft Office applications.

Responsibilities

• Support client onboarding, account opening, and maintenance activities.
• Process paperwork for client requests including transfers and account servicing.
• Manage daily operational workflows via CRM and Ameriprise systems.
• Generate and maintain operational, client service, and business reports.
• Ensure accuracy of account information and adhere to compliance requirements.

Skills

Client service

Operations management

Financial services

CRM proficiency

Education

Bachelor's degree

Series 7/66 (optional)

Tools

CRM software

MS Office

Vestmark

Thomson

Job description

Impact Financial Group is seeking an Operations Specialist to join a dynamic team in Indianapolis. You will coordinate trading and investment operations, support client onboarding, and manage account administration to deliver an exceptional client experience.

The role emphasizes workflow management, reporting, and cross-training with the Operations Trading Specialist to ensure accuracy and efficiency in daily activities while adhering to firm procedures and regulatory requirements.