Investment Operations Specialist - Precise, Client-Focused.
Invst Acquires NS Capital
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. #J-18808-Ljbffr Invst Acquires NS Capital
- Indianapolis, IN Full-time Investment Service Operations About INVST INVST is a... ...for our team and for the clients we serve. Based in Indianapolis... ...our Investment Operations Specialist, you'll handle the... ...account transactions with precision Manage daily trading operations...SuggestedFull time
$55k
...firm. At Invst, we put our clients first and our people second... ...Indianapolis, we're an SEC-registered investment advisory firm that's been... .... What You'll Do As our Operations Specialist, you'll be the backbone of... ...account transactions with precision Managing daily trading...SuggestedTemporary workLive inFlexible hours$24 - $25 per hour
...LaneLink is seeking a highly motivated Client Operations Specialist to support the day-to-day execution... ...outcomes. You Are: A customer-focused professional with a passion for building... ...countries. OPENLANE continues to make investments in innovation, strategic...SuggestedHourly payTemporary workImmediate start- ...innovation across our operations to enhance how work gets... ...a Senior Director, Precision MedicineBusiness Operations... ...processes to optimize investments, resource allocation, and organizational focus.Oversee business... ...strategic planning activities.Client & Industry...SuggestedTemporary workCasual workInternshipFlexible hours
$55k
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... ...billing procedures, and ensure seamless client onboarding. The ideal candidate has over 2...Suggested- Goelzer Investment Management in Carmel, Indiana is looking for an Investment Management Operations Coordinator (IMOC) to oversee the firm's trading and reporting functions. The... ...accurate trade execution and maintain client account integrity. The ideal candidate will...
$80k - $90k
That's Good HR, Inc. is seeking a Tax Accountant to support client-focused accounting and tax services in Indianapolis. You will work with a variety of business and individual clients, handling tax preparation, accounting, and financial statement work. The role offers...- Fidelity Investments in Carmel, IN seeks a Financial Representative who serves as the face of the branch, delivering quality client service and building long-lasting relationships. You will engage clients, identify needs, and guide conversations toward appropriate solutions...
$18 - $34.1 per hour
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago...Temporary workSeasonal workWork at officeLocal area- ...oriented professional to support tax return preparation and related deliverables in Indianapolis. You will format, review, and finalize client documents with accuracy and timely communication to meet deadlines. You will leverage Microsoft Office tools, maintain strong...Seasonal workWork at office
- ...Bank of Indianapolis is seeking a Relationship Support Specialist to join our Private Banking team. You will provide administrative and operational support to Private Banking leadership while assisting with client account servicing, loan support, and daily operational...
- Raymond James Financial, Inc. affiliate Reams Asset Management seeks an Analyst for its Investment Operations Department in Indianapolis. You will process account transactions and reconciliations, generate reports, and act as liaison with internal and external contacts....
- ...years of experience assisting our government clients with complex health care reimbursement and provider compliance issues, operate 21 offices and have over 900 associates... ...government health and human service clients that focus on those in need. We are committed to...Work at office
- ...Payroll Operations SpecialistAre you passionate about numbers, accuracy, and... ...and supported correctly? Our client is looking for a Payroll Operations Specialist who thrives in a fast-paced environment... ...and benefits coordination with precision and care.Join the team and play...Local area
- Join to apply for the Senior Operations Strategy Specialist role at TRIMEDX . 1 day ago Be among the first... ...share a common purpose of serving clients, patients, communities, and each other... ...of care and performance. Everyone is focused on serving the customer and we do...Work at officeRemote workRelocation
- ...increase productivity, and achieve operational objectives allowing our customers to focus on core business objectives.... ...pursuit of being a light to our clients and teammates. If you are ready... ...way. The Position: The Operations Specialist at Accion Performance is responsible...Temporary workLocal areaImmediate start
- Chase is seeking a Branch Operations Lead to work closely with the Branch Manager and team to ensure client transactions are handled accurately and efficiently. The role focuses on guiding branch operations, promoting self-service options, and maintaining high compliance...
- Chase is seeking a Branch Operations Lead for a Chase Branch. You will work with Branch Manager and team to ensure precise handling of client transactions and adherence to policies, procedures, and regulatory requirements. You will greet clients, manage lobby flow, promote...Weekend workAfternoon shift
$110k - $120k
Join our team as a Senior Sales Specialist for a well-established... ...right candidate.This position is focused on selling and promoting industrial... ...closely with engineering and operations teams to support project... ...• Acquire new clients from industrial and manufacturing...For contractorsLocal areaRelocation- ...Position Summary Cox Fleet is currently hiring a Fleet Operations Support Specialist II. The role will focus on managing, maintaining, and supporting driver... ...years experience in a related field) 3 years asset, client or account management experience preferred Strong interpersonal...Currently hiringWork at office
$70k
Windward Recruiting is seeking a Client Service Associate in Carmel, Indiana to deliver a white-glove client experience. This full-time position entails managing complex client relationships and supporting UHNW families. The ideal candidate will have over 2 years of experience...Full time$19 per hour
...Commercial Operations SpecialistStarting Pay Rate is Based... ...that our associates invest in their work... ...Commercial Operations Specialist serves as a subject-matter... ...create a hospitality-focused experience in every interaction... ...include entering new clients into the loan...Hourly payMonday to Friday- Buckeye Corrugated, Inc. is hiring a Customer Support Specialist in Indianapolis, Indiana. This full-time position focuses on managing customer orders, providing support to internal teams, and communicating with clients effectively. The ideal candidate should possess...Full time
$18 - $20.5 per hour
...Operations AssociateAs an Operations Associate, you'll be the backbone of the store—ensuring... ...operations that support an exceptional client experience. From inventory management to... ...or in a retail, hospitality, or client-focused environmentExcellent organizational and...Hourly payPart timeShift workNight shiftWeekend work- ...accounting in-house for the first time and seeks the right person to own it. You’ll serve as a trusted resource for our established client base — no cold calls, no rainmaking, no business development. Your clients come ready, your colleagues have your back, and your...
- ...growing team. The ideal candidate will have over 5 years of experience and must be adept at working with QuickBooks, tax returns, and client communication. In our firm, we prioritize quality service and employee well-being, offering a flexible work schedule while ensuring...Flexible hours
- H&R Block in Greenwood, IN is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You'll explain tax information clearly, identify savings opportunities, and address questions...Hourly paySeasonal work
- ...hybrid in-office work arrangement and a collaborative, mentorship-focused culture. The role involves leading deal teams through all... ...drafting and negotiating agreements, and managing risk and closing processes alongside partners and clients. #J-18808-Ljbffr FBT GibbonsWork at office
- ...reconciliation analyses. You will manage accounts receivable and payable, ensure up-to-date records, and prepare daily to annual reports with a focus on accuracy and regulatory compliance. Ideal candidates have a finance background, 3+ years in a similar role, strong English and...
$18 - $20.5 per hour
...LE POSTE VOTRE PROFIL Operations Associate - Part Time Publiée le 16.07.2026... ...operations that support an exceptional client experience. From inventory management to... ...or in a retail, hospitality, or client-focused environment ~ Excellent organizational...Hourly payPermanent employmentFull timePart timeFlexible hoursShift workNight shiftWeekend work
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