- Sort, scan and distribute purchase, re-registration and exchange confirmations, sponsor statements and other correspondence received via email and accessed through portals
- Sort and distribute incoming physical mail including scanning documents into the firm data archival
- Create and run mail merges
- Prepare, scan and mail client and sponsor correspondence
- Prepare and eRecord deeds for re-registration purposes
- Assist with Custodian follow-ups for incoming transfers
- Assist with completion of additional documents and other requests related to incoming and outgoing transfers
- Communicate with internal departments, external investment sponsors and clients to resolve issues via email, physical mail, or phone
- Ensure that all processing consistently meets established service levels and is done with a high degree of accuracy
- Other duties as assigned
- 0-1 years of applicable experience
- Quick learner, inquisitive and curious
- Ability to be detail-oriented, organized and dependable
- Ability to type, enter data and perform other duties quickly and accurately
- Demonstrated ability to work independently and be proactive in resolving issues and seeking additional work as time allows
- Possess a strong computer aptitude and proficiency with Microsoft Outlook, Excel and Word, particularly Word's mail merge functionality
- Proactive and analytical, able to problem-solve and propose resolutions
- Possess strong 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
- Ability to maintain the highest quality of service
- IRA knowledge and experience with alternative investments and data archival systems preferred
Operations Support Admin - Oak Brook, United States - Inspira Financial
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:
The Operations Support Admin is responsible for providing operational support as part of the Asset Services group. This group is responsible for performing various shared services related to both the Alternative and Traditional Asset teams. The position's primary responsibilities are to process asset-related electronic and physical mail as well as support the Transfers and Asset Services teams as needed. 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.
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
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
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.