Are you a financial service/operations specialist looking for a fast paced, fun, state of the art financial workspace?

Are you looking for a place that will allow you to grow within your craft without being micromanaged? Do you fit the description below? If you answered yes to these things, please apply! 

School requirements: 

• Bachelor’s Degree or greater (Finance, Business, Communications, or an equivalent to the similar field) 

Experience: 

• 2-3 years operations/service experience (mandatory) 

• 4 years preferred 

• Experience with any of the following: Salesforce, Orion, Charles Schwab, TD Ameritrade is highly desired. 

• Able to work in our Indianapolis, IN office 

Keys: 

• Experience and knowledge in the financial services field preferably with handling operations and service-related items 

• Knowledge in portfolios, mutual funds, ETFs, stocks, bonds, etc. mandatory 

• Organized and extremely detail oriented is a must 

• Multitasker | Multiple requests between different advisors with different deadlines. Must be able to switch gears and operate in a fast-paced environment within a growing firm 

• Must be team oriented and driven to go the extra mile! 

Responsibilities: 

• Assist in maintaining continuous audits of the firm’s investment advisory accounts 

• Taking charge as our lead service coordinator processing money movements, wires, journals and a multitude of requests within our custodians 

• Assists Director of Investment Operations in processing of audits and special projects 

• Support operations department and advisors with maintaining all information for client accounts 

• General account reconciliation, auditing, and regulatory compliance. 

• Some general administrative support to the Director of Investment Operations 

• Onboarding lead will include training advisors and paraplanners on service-related items 

• Own the account opening process for advisors and provide service, follow up and guidance. 

• Assist in servicing life insurance for current clients.

• Own lines of credit processing for company.

Benefits: 

• 401K matching benefits 

• Monthly, Quarterly and Annual Bonus opportunities 

• Group disability and life insurance 

• Paid vacation 

• Free access to onsite company gym and all gym classes 

• Working in a state-of-the-art facility 

• Ongoing developmental training 

• Fun staff activities sponsored by the firm consistently 

Associated topics:

financial advisory, investment operations, Orion advisor solutions, client service, Charles Schwab, Salesforce CRM, investment advisory, financial service, financial audit. 

About Us

We are Different 

Free from the Wall Street powerhouses, we act in your best interest of our clients as their fiduciary. Every day, we roll up our sleeves and go to work for them. The advice and solutions we render to our clients are not only at the highest degree of professional standards but are also the same that we would render to ourselves and our families. Welcome to the smarter, faster, non-conforming, personal wealth building, always got your back. 

Invst, LLC (“Invst”) is an SEC registered investment advisor