Incoming Payments Specialist

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 a video on our Company Culture! Inspira Financial Culture

HOW YOU WILL SOAR:

The Incoming Payments Specialist is primarily responsible for the review and processing of incoming transfer forms to facilitate the timely transfer of assets to Millennium Trust Company, the booking of transferred assets and the preparation and mailing of re-registration documents. The incumbent will work closely with investment sponsors, clients and various internal departments to resolve any issues that arise. The ideal candidate will have the ability to multi-task while also being detail oriented, they should be reliable, and come to work each day with a positive attitude.

• Review and process a large volume of incoming transfer requests, and follow up on transfers submitted to former custodians to determine status of transfer and facilitate asset delivery
• Record transferred assets to the client account in the Trust Accounting System
• Prepare incoming asset re-registration paperwork and forward paperwork to the investment sponsor
• Complete Subscription Documents and other additional paperwork required to complete a transfer
• Process billing related to third party charges associated with transfers
• Perform timely follow-up and resolution related to unconfirmed transfers
• Work closely with several internal departments to clear pending issues
• 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 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

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

• Highschool diploma, GED or college degree
• 1 - 3 years of applicable experience
• Proven ability to be detail- oriented, organized, dependable, and flexible
• Proactive and analytical with the ability 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
• Strong computer aptitude with proficiency with Microsoft Outlook, Excel and Word
• Working knowledge of Trust Accounting System, IRAs and alternative assets preferred

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.