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SalaryTake 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:
The HSA Operations Specialist will report to the HSA Operations Manager in the CDB Operations Department. This role is responsible for the posting and reconciling of member and employer funds received daily. We also work with and assist our fellow PayFlex team members to answer any questions or concerns they have or have received. This position is responsible for timely and accurate processing of all member requests.
- Assist with the daily processing of member requests such as Stop Payments, Check Copies, Account Closures, Trustee Transfers, Beneficiary Requests, Death Closures, Internal Transfers, and Excess contributions
- Review CIP Documentation to validate member HSA accounts
- Assist with Lockbox processing of HSA transfer checks and member deposits
- Review and assist with internal requests received from the PayFlex Team
- Complete monthly employer audits for HSA push employers
- Assist with daily and monthly Operational processes
- Update the BackOffice portal along with the HSA Fee Schedule
- Send daily employer email notifications on HSA funding
- Post employer HSA dollars received daily
- Assist with bulk transfer ins and outs
- Assist with Custodial bank reconciliation
- Other duties as assigned
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
- Bachelor's Degree in Business, Accounting, Finance or related field
- 1-3 years of applicable experience
- Assist with the daily processing of member requests such as Stop Payments, Check Copies, Account Closures, Trustee Transfers, Beneficiary Requests, Death Closures, Internal Transfers, and Excess contributions
- Review CIP Documentation to validate member HSA accounts
- Assist with Lockbox processing of HSA transfer checks and member deposits
- Review and assist with internal requests received from the PayFlex Team
- Complete monthly employer audits for HSA push employers
- Assist with daily and monthly Operational processes
- Update the BackOffice portal along with the HSA Fee Schedule
- Send daily employer email notifications on HSA funding
- Post employer HSA dollars received daily
- Assist with bulk transfer ins and outs
- Assist with Custodial bank reconciliation
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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