Job Description

Job Description

Job Description

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.

Don’t 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 aren’t 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!

HOW YOU WILL SOAR:

This position is responsible for providing operational support to the Operations Support Admin team. This team is responsible for processing all aspects related to incoming and outgoing cash funding such as Check(s), Wire(s) and ACH(s). The ideal candidate will be a quick learner and have strong attention to detail, accurate and rapid data entry capabilities and capacity for multitasking. Through verbal and written communication, this person will need to develop, strengthen and maintain a positive relationship with other internal Operational teams, Customer Service Representatives, IT and external Business Partners.

• Review, sort and prepare data to be entered into internal portal
• Validate all incoming checks for deficiencies or errors
• Perform clerical functions of scanning of all documents for Internal review
• Prepare and mail outgoing customer correspondence and checks
• Process all approved checks through the banking relationship’s electronic remote capture
• Ensuring that all processing consistently meets established service levels and is done with a high degree of accuracy
• Assisting with any other task or projects as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Associates degree or commensurate work experience
• 1-2 years previous experience in an office environment and/or banking experience preferred
• Detail-oriented, organized and dependable
• Have the ability to type, enter data and perform other duties quickly and accurately
• Work independently and be proactive in resolving issues and seeking additional work as time allows
• Have strong computer aptitude and proficiency with Microsoft Outlook and Excel, building spreadsheets and entering data is a must
• Possess strong verbal and written communication skills
• Be proactive and analytical, able to problem-solve and propose resolutions
• Operate with a high sense of responsibility and conscientiousness in delivering results
• Be optimistic with a consistently positive and flexible attitude
• Have the ability to meet established department service levels
• IRA knowledge and experience a plus
• Overtime as required

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 Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.

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