Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Dont meet every single requirement? Here at Inspira Financial, we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Typical schedule for this position is Monday to Friday from 8 a.m. CT to 4:30 p.m. CT.
Training for this position is fully onsite for approximately three months.
This position needs to be able to come into the Oak Brook, IL office as needed.
HOW YOU WILL SOAR: The Valuations team is responsible for updating valuations for alternative assets held in custody by Inspira. These updates, received from investment sponsors or other third parties, are processed both manually and through the use of an automated reconciliation system. The Valuations Specialist is responsible for facilitating alternative asset valuation updates through implementation and administration of the reconciliation system and manual processing. The incumbent will work closely with investment sponsors, clients, and various internal departments to resolve any issues that arise. The ideal candidate will be able to multitask while also being detail oriented, flexible and analytical.
Facilitate asset valuation updates through implementation and administration of the TRecs reconciliation system
Complete assigned TRecs implementation tasks in a timely manner to ensure that the project progresses, and follow-through with any ongoing responsibilities
Review and record alternative asset valuation updates, which includes analyzing sponsor statements and reconciling activity to the Trust Accounting System to identify and resolve differences
Research and resolve complex valuation issues
Monitor past due alternative asset valuations and assist with periodic and year-end valuation mailings to sponsors and clients
Ensure all processing consistently meets established service levels and is done with a high degree of accuracy
Create and maintain written operating procedures related to assigned functions
Actively share ideas to improve department processes and efficiencies
Other duties as assigned
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's Degree in Accounting, Finance or related field
1-3 years of applicable experience
Ability to be detail-oriented, organized and dependable
Possess a strong aptitude for numbers and reconciliations
Operate efficiently, with a high degree of accuracy and follow-through
Proven ability to both prioritize and manage multiple tasks to completion
Ability to work effectively and accurately under pressure
Proactive and analytical, able to problem-solve and propose solutions
Possess excellent verbal and written communication skills
Operate with a high sense of responsibility and conscientiousness in delivering results
Optimistic with a consistently positive and flexible attitude
Demonstrated computer aptitude and proficiency with Microsoft Excel, Word and Outlook
Ability to maintain the highest quality of service
IRA knowledge and experience with alternative investments and data archival systems preferred
Prolonged periods of sitting at a desk and working on a computer
Ability to work overtime and weekends as needed
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crains Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built Ins 2023 Best Places to Work and Gallaghers 2022 Best-In-Class Employer awards.
