Perform shared-services tasks for alternative and traditional asset teams including processing vault and lockbox deposits/withdrawals, maintaining the asset security master and contact master in Salesforce, handling specialty alternative assets, processing court/bankruptcy notifications, researching issues, preparing operating procedures, and supporting audits. Requires accurate data entry, strong attention to detail, and timely communication with internal and external partners.
Join Us!
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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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!
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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Asset Services Specialist will report to the Asset Services Manager in the R&C Operations Department. This role is responsible for performing various shared services related to both the Alternative and Traditional Asset Teams. The Account Administrator- Asset Services is responsible for performing various shared services such as reviewing and maintaining vault and lock box withdrawals and deposits, maintaining the asset security master, and processing activity related to specialty alternative assets. The ideal candidate will be a quick learner and have strong attention to detail, accurate and rapid data entry capabilities, capacity for multitasking, and the ability to prepare and process correspondence in a timely manner. Through verbal and written communication, the incumbent will develop, strengthen, and maintain a positive relationship with the Asset Operations Teams, firm associates, clients, investment sponsors, and referral partners.
• Monitor and process activity related to specialty alternative asset classes including private stock, warrants, real estate, precious metals and annuities
• Review and record vault asset deposits and withdrawals and assist with the vault audits
• Review and record lock box deposits and withdrawals relating to the Incoming Physical Securities procedures
• Maintain the asset security master within the Trust Accounting System
• Maintain, review, and update the contact master within Salesforce
• Process bankruptcy and other court-related notifications, prepare requests for asset devaluations and process monthly updates related to approved impairments
• Research and resolve any issues that arise in the course of these processes
• Ensure that work generated consistently adheres to Company policies and procedures and meets established service levels
• Create and maintain written operating procedures related to assigned functions
• Actively share ideas to improve department processes and efficiencies
• Other duties as assigned
Initial training for this position will take place onsite in Oak Brook, IL for approximately three months.
Upon successful completion of training, this position will transition to a hybrid work arrangement. Onsite workdays are subject to change based on business needs. The typical work schedule for this role is 8:00 a.m. to 4:30 p.m. CST.
Preferred Qualifications
Years of Experience: • 1-3 years of experience . Degree: • Bachelor’s Degree in Business, Accounting, Finance or related field . Certification: N/A . Skills & Abilities: • Ability to be detail-oriented, organized and dependable
• Possess a strong aptitude for numbers and reconciliations
• Proactive and analytical, able to problem-solve and propose solutions
• 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
• 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 strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook
• Ability to maintain the highest quality of service
• Working knowledge of Trust Accounting System, IRAs and alternative assets preferred
Compensation & Benefits
$21.00/hr-$25.00/hr ($43,680/yr-$52,000/yr)
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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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!
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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Asset Services Specialist will report to the Asset Services Manager in the R&C Operations Department. This role is responsible for performing various shared services related to both the Alternative and Traditional Asset Teams. The Account Administrator- Asset Services is responsible for performing various shared services such as reviewing and maintaining vault and lock box withdrawals and deposits, maintaining the asset security master, and processing activity related to specialty alternative assets. The ideal candidate will be a quick learner and have strong attention to detail, accurate and rapid data entry capabilities, capacity for multitasking, and the ability to prepare and process correspondence in a timely manner. Through verbal and written communication, the incumbent will develop, strengthen, and maintain a positive relationship with the Asset Operations Teams, firm associates, clients, investment sponsors, and referral partners.
• Monitor and process activity related to specialty alternative asset classes including private stock, warrants, real estate, precious metals and annuities
• Review and record vault asset deposits and withdrawals and assist with the vault audits
• Review and record lock box deposits and withdrawals relating to the Incoming Physical Securities procedures
• Maintain the asset security master within the Trust Accounting System
• Maintain, review, and update the contact master within Salesforce
• Process bankruptcy and other court-related notifications, prepare requests for asset devaluations and process monthly updates related to approved impairments
• Research and resolve any issues that arise in the course of these processes
• Ensure that work generated consistently adheres to Company policies and procedures and meets established service levels
• Create and maintain written operating procedures related to assigned functions
• Actively share ideas to improve department processes and efficiencies
• Other duties as assigned
Initial training for this position will take place onsite in Oak Brook, IL for approximately three months.
Upon successful completion of training, this position will transition to a hybrid work arrangement. Onsite workdays are subject to change based on business needs. The typical work schedule for this role is 8:00 a.m. to 4:30 p.m. CST.
Preferred Qualifications
Years of Experience: • 1-3 years of experience . Degree: • Bachelor’s Degree in Business, Accounting, Finance or related field . Certification: N/A . Skills & Abilities: • Ability to be detail-oriented, organized and dependable
• Possess a strong aptitude for numbers and reconciliations
• Proactive and analytical, able to problem-solve and propose solutions
• 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
• 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 strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook
• Ability to maintain the highest quality of service
• Working knowledge of Trust Accounting System, IRAs and alternative assets preferred
Compensation & Benefits
$21.00/hr-$25.00/hr ($43,680/yr-$52,000/yr)
Top Skills
Salesforce,Microsoft Excel,Microsoft Word,Microsoft Outlook,Trust Accounting System
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