Inspira Financial · 4 weeks ago
Fund Custody Specialist (Hybrid-Oak Brook, IL)
Oak Brook, IL
Full-time
Hybrid
Entry Level
$18.55/hr - $23.85/hr
1+ years expInspira Financial is a company focused on helping businesses and individuals thrive through health, wealth, retirement, and benefits solutions. The Fund Custody Specialist will manage relationships with clients and advisors, handling daily operations related to fund custody services, including processing transactions and maintaining client communications.
Financial Services
Responsibilities
Serve as a dedicated point of contact for assigned fund custody clients
Support and guide clients through account opening, the investment process, and ongoing activities
Manage incoming and outgoing communications for assigned clients
Monitor the establishment of data feeds as needed
Review received data files from clients and investment sponsors
Process the re-registration of assets
Execute asset and cash transactions as directed, including but not limited to alternative assets, traditional assets, brokerage accounts, client subscriptions and redemptions, and fund expense payments
Monitor and release funds from external bank accounts
Answer client inquiries regarding Inspira products, services and fees in a timely and accurate manner
Work cross-functionally with various departments within the business to maximize service
Other duties as assigned
Qualification
Required
1-3 years of experience in financial services industry or with alternative investments
Bachelor's Degree in Accounting, Business, Finance, or related field
Strong relationship and communication skills
Ability to solve problems, both independently and in a collaborative team environment
Ability to maintain the highest quality of service and professionalism
Excellent analytical skills with a proactive nature
Strong organization skills with a drive to meet deadlines
An affinity for accuracy and efficiency
Proficiency in Microsoft Excel, Word and Outlook
An aptitude for prioritization and multi-tasking
A drive to learn and apply new concepts quickly
Preferred
Experience with Salesforce CRM
Benefits
Healthcare
401K savings plan
Company holidays
Paid time off
Parental leave
Employee assistance program
Company
Inspira Financial
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Julie Nelson
DIRECTOR, BACK OFFICE OPERATIONS
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