Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Operations Specialist

Invst Acquires NS Capital

Indianapolis, IN Full-time Investment Service Operations About INVST INVST is a forward-thinking independent Registered Investment Advisory (RIA) firm dedicated to making money work for people. We believe in an abundance mindset, personal integrity, and always growing... both for our team and for the clients we serve. Based in Indianapolis, we bring energy, purpose, and a client-first approach to everything we do. Our role is to educate, guide, and counsel every step of the way. Forget what you think you know about traditional financial services firms. We are different by design. About the Role As our Investment Operations Specialist, 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. What You'll Do Process client money movements, transfers, and account transactions with precision Manage daily trading operations and billing procedures Maintain client accounts in our portfolio management system Support new account setups and ensuring seamless client onboarding Collaborate with advisors and staff to deliver exceptional client experiences Handle compliance tasks and audits What We're Looking For Qualifications + Skills: 5+ 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) Excellence with details and precise work A passion for being the person others can count on to get things done right Thrive in a fast-paced environment where your work directly impacts client success The desire to grow in your career Why INVST? We're an award-winning, SEC-registered RIA based in Indianapolis, named one of USA Today's Best Financial Advisory Firms A culture built on core values Competitive compensation and benefits A collaborative, supportive team environment Opportunities for growth and professional development The chance to make a real impact on people's financial lives #J-18808-Ljbffr

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Investment Operations Specialist in Indianapolis, IN vacancy
  • $55k

     ...thrive here. Based in Indianapolis, we're an SEC-registered investment advisory firm that's been recognized as: Best Financial...  ...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... 
    Suggested
    Temporary work
    Live in
    Flexible hours

    Invst

    Indianapolis, IN
    3 days ago
  •  ...Job Description Join the frontlines to protect against some of the world's most powerful threats. As a Chemical Operations Specialist for the Army National Guard, you will support the country during natural disaster relief efforts and safeguard the nation from chemical... 
    Suggested
    Part time
    Weekend work

    National Guard OMD

    Indianapolis, IN
    3 days ago
  •  ...WesBanco Bank Inc. is seeking an Operations Fraud Officer to manage fraud detection processes, support operational efficiencies, and train team members. The ideal candidate will possess strong leadership skills and experience in banking operations. The role includes responsibilities... 
    Suggested

    WesBanco Bank Inc.

    Indianapolis, IN
    5 days ago
  •  ...of contact for building services (Security, Parking, Maintenance) and for staff with Facilities inquiries. Coordinate workplace operations to support a safe, functional, and welcoming environment: Requesting and creating office access badges, keys, administration of workstation... 
    Suggested
    Casual work
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Riley Children's Foundation

    Indianapolis, IN
    1 day ago
  • $50k - $70k

     ...Position Overview Bring structure, accuracy, and a people‑first mindset to the heart of our employee experience. As a People Operations Specialist, you’ll drive seamless HR operations across the full employee lifecycle and ensure every process, from onboarding to... 
    Suggested
    Full time
    Work at office

    Clinisys

    Carmel, IN
    1 day ago
  •  ...We're looking for an Operations Specialist who is passionate about connecting great people with great opportunities while delivering an exceptional teammate experience. This role is a blend of recruiting, onboarding, compliance, and operational support. The Operations... 

    Morales Group

    Indianapolis, IN
    1 day ago
  • $62k - $65k

     ...REAL Solutions Group is looking for an Operations Specialist to optimize processes, support teams, and ensure day-to-day operations in a remote role. Responsibilities include managing workflows, providing technical support, and collaborating across teams. The ideal candidate... 
    Remote work
    Flexible hours

    Real Solutions Group Inc

    Indianapolis, IN
    5 days ago
  •  ...responsibility and we work together to foster a culture where everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the store by maintaining product availability for customers, completing... 
    Local area
    Relocation
    Night shift

    Apple Ltd

    Indianapolis, IN
    3 days ago
  •  ...Operations Specialist This position requires an active Secret clearance to be considered. The Facility Operation Specialist will assist with CBP's acquisition, real property management, and funding management and budget tasks Compensation & Benefits: Pay commensurate... 
    Full time

    Cherokee Federal

    Indianapolis, IN
    4 days ago
  • $54k - $60k

     ...helping them build exceptional lives through thoughtful planning, tax expertise, and outstanding service. What You’ll Do Client Operations Prepare and process account paperwork and custodian forms Manage client service requests and communications Generate reports and... 
    Work at office

    Teach Plan Retire

    Indianapolis, IN
    7 hours ago
  •  ...supplies, facilities, AP prep for a third‑party finance team, event setup for Executives, and fleet coordination to ensure smooth daily operations. You will also coordinate with security and IT for new-hire access and provide broad administrative support as needed. #J-18808-... 
    Work at office

    Insight Global

    Indianapolis, IN
    3 days ago
  •  ...standing by our family-like company culture. POSITION OVERVIEW We are seeking a highly organized, detail-oriented Accounting Operations Specialist to own and optimize the day-to-day accounting operations of a growing construction company. This role is critical to... 
    Weekly pay
    Work at office
    Work from home
    Flexible hours

    Frey Consulting Group

    Indianapolis, IN
    5 days ago
  • $65k - $75k

     ...Accounting Operations Specialist Salary : $65,000 - $75,000 Why This Opportunity Stands Out: Hybrid schedule with built-in flexibility (4 days in office, 1 day remote) Unlimited PTO plus Day 1 benefits Opportunity to take ownership of key accounting processes and drive... 
    Work at office
    Remote work

    Creative Financial Staffing

    Fishers, IN
    3 days ago
  •  ...warehouse to a family’s living room. As a Furniture Distribution Operations Specialist at Ashley, you’ll become a go-to pro for safe handling,...  ...ways to save for the future, and exclusive employee perks. We invest in continuous learning with on-the-job training and clear... 
    Full time
    Shift work

    Ashley Furniture - North America

    Indianapolis, IN
    13 days ago
  •  ...have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. The HR Operations Specialist serves as a key member of the People Operations team, supporting the execution of HR processes, workforce data management, compliance... 
    Contract work

    KSM (Katz, Sapper & Miller)

    Indianapolis, IN
    3 days ago
  • $33.73k - $60k

     ...Technologies is seeking a motivated and experienced Business Operations Specialist to join our dynamic team. In this key role, you will be...  ...Your health and well‑being are important to us. That’s why we invest in our team members by offering competitive benefits to support... 
    Work experience placement

    Tyler Technologies

    Indianapolis, IN
    2 days ago
  •  ...your career and personal life can thrive together, with resources to grow and a team that cares about your success. The HR Operations Specialist serves as a key member of the People Operations team, supporting HR processes, workforce data management, compliance administration... 
    Flexible hours

    KSM Business Services, Inc.

    Indianapolis, IN
    2 days ago
  •  ...Loan Operations Servicing Specialist It’s fun to work in a company where people truly BELIEVE in what they’re doing! We’re committed to bringing...  ...diverse career paths through Banker Academy Program, or investing in yourself through our Employee Stock Purchase program,... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Wilson Bank & Trust

    Indianapolis, IN
    3 days ago
  •  ...Business Operations Specialist Indianapolis, IN Business Operations Specialist We are Remodel Health, the health benefits platform that revolutionizes health benefits to resource organizations with missions that matter. Our platform shifts organizations from traditional... 
    Permanent employment
    Full time
    Work at office
    Work from home
    Shift work

    Remodel Health

    Indianapolis, IN
    5 days ago
  •  ...work to create a vision that is forward‑thinking for our people, our clients, and the world at large. We are looking for a Operations Support Specialist to join our Group support our teams in driving World Class Excellence within our Level+Pressure Production Center.... 
    Temporary work

    Endress+Hauser Flowtec AG

    Indianapolis, IN
    2 days ago
  •  ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Operations Support Specialist Full Time Manual Labor Indianapolis, IN, US 5 days ago Requisition ID: 1039 Salary Range: $18.50 To $19.50 Annually Job... 
    Hourly pay
    Full time
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work

    Evolving Solution Services

    Indianapolis, IN
    4 days ago
  •  ...Sponsel, a national specialty tax consulting firm, is seeking an HR Administrator in Indianapolis. The role supports day-to-day HR operations, ensures accurate records, and upholds confidentiality. It requires a bachelor’s degree and 2–5 years of admin experience, with... 

    McGuire Sponsel

    Indianapolis, IN
    8 hours ago
  • $17 - $20 per hour

     ...A logistics company in Indianapolis is seeking a Warehouse Specialist to handle incoming and outgoing shipments, organize the warehouse...  ...frequently lift over 40 lbs and maintain effective warehouse operations. The compensation ranges from $17 to $20 per hour, depending on... 
    Hourly pay

    Coleman Worldwide Moving

    Indianapolis, IN
    5 days ago
  •  ...Job Description Job Description The Payroll Operations Specialist is responsible for accurate, timely, and compliant payroll operations across a multi-state workforce. This role manages weekly payroll processing, timekeeping validation, special pay calculations, and... 
    Local area

    freije Engineered Solutions Company

    Indianapolis, IN
    17 days ago
  • A community-focused facility technology firm is seeking a Human Resources Coordinator in Indianapolis. This role will manage HR functions such as onboarding, benefits, payroll, and compliance, ensuring a positive employee experience. The ideal candidate should possess ...
    Work at office

    Envelop Group

    Indianapolis, IN
    5 days ago
  • $16.5 per hour

    Industrial Associate Jobs | Indianapolis IN Focus is seeking Industrial Associate to join our Industrial facility in Indianapolis, Indiana. If you thrive in a team-oriented environment and always show up for work on time we would like to talk to you! We need to fill...
    Hourly pay
    Immediate start
    Flexible hours
    Shift work

    Focus Workforces

    Indianapolis, IN
    2 days ago
  •  ...H&R Block is seeking a seasonal Operations Technical Specialist to support the operational readiness of tax offices across the United States. This...  ...Block to become part of a culture that values meaningful contributions and invests in employee well-being. #J-18808-Ljbffr... 
    Seasonal work

    H&R Block

    Indianapolis, IN
    1 day ago
  • $85k - $100k

     ...Allspring Global Investments is looking for an Investment Analyst to join our team. This full-time role offers significant experience in investment research and client strategy. You will work in a hybrid model, primarily in our Indianapolis office. The ideal candidate... 
    Full time
    Work at office

    Allspring Global Investments

    Indianapolis, IN
    5 days ago
  • The seasonal Operations Technical Specialist supports the operational readiness of H&R Block’s seasonal tax office network. The role ensures offices...  ...a shared commitment to making a meaningful impact. We invest in your well‑being through competitive pay, comprehensive... 
    Part time
    Work experience placement
    Seasonal work
    Work at office
    Relocation
    Flexible hours

    H&R Block

    Indianapolis, IN
    1 day ago
  • $60 per hour

     ..., TX as a full-time Industrial Refrigeration Tech - Ammonia Specialist! WHY SHOULD YOU CONSIDER JOINING US? Our outstanding employees...  ...climate control systems that optimize efficiency and reduce operating costs. WHAT DOES YOUR DAY ENTAIL AS AN INDUSTRIAL... 
    Full time
    Monday to Friday
    Flexible hours

    IHG Mechanical

    Indianapolis, IN
    14 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Operations Specialist. Be the first to apply!