Investment Operations Specialist

· 2+ years in bank/wealth operations, trust operations, or investment operations with direct experience in:
o money movement (wires, ACH, deposits)
o operational processing and exception handling
· Strong attention to detail and ability to manage time-sensitive priorities.
· Strong communication and coordination skills.
· Experience with multi-million-dollar movement activity (cash and/or assets).
Wealth operations background preferred over brokerage-only environments.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

We are seeking an Investment Operations Specialist to support Domestic Trust Operations. This role focuses on cash processing and asset movement across wealth operations — executing operational workflows with precision, urgency, and strong control discipline. This position partners closely with internal teams to complete complex money movement activities and ensure accurate processing into custodial and internal systems.
Key Responsibilities
· Execute cash movement transactions (wires, ACH, deposits, internal transfers) in adherence with policy and controls.
· Support asset movement and transfer processing (cash + securities movement), including exception resolution and follow-up.
· Coordinate with internal stakeholders (wealth teams, operations partners, treasury/payment services) to obtain required information and complete processing.
· Enter and process transactions into relevant custodial/internal platforms; ensure accuracy and timeliness.
· Support documentation standards and maintain required operational controls/audit trails.
· Help troubleshoot and resolve processing issues; escalate risks proactively.
· Contribute to a “high ownership” culture: prioritize urgency, accuracy, and client impact.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.