If you like detail-heavy work, clean processes, and being the calm voice walking clients through “serious money” moves, this one’s a solid fit. You’ll process alternative investment and futures transactions and be the go-between for clients, sponsors, and internal teams.
About Inspira Financial
Inspira Financial provides health, wealth, retirement, and benefits solutions, supporting millions of clients and tens of billions in assets. Their work spans HSAs, rollover services, custody, and other financial products built to simplify saving and investing.
Schedule
- Monday–Friday, 8:00 a.m. CT – 5:00 p.m. CT
- Work Location Type: Home Based
- Remote allowed in: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, WV
- If you live within 90 minutes of Oak Brook HQ: in-office 4 days/month (10 a.m.–2 p.m.), with 1 day being Monday or Friday
- Note: their posting says this requirement does not apply to support specialist positions, but this role title is “Specialist,” not “Support Specialist,” so read that line carefully before you assume you’re exempt.
What You’ll Do
- Execute transaction placements for futures and alternative assets
- Serve as a primary point of contact for clients and investment sponsors to complete transactions
- Guide clients through the investment process in alignment with IRS rules and regulations
- Answer questions about how to invest and the status of in-progress transactions
- Support clients with IRA requirements, prohibited transactions, and complex investment scenarios
- Serve as backup Real Estate Specialist
- Handle other duties as assigned
What You Need
- Bachelor’s degree in Accounting, Business, Finance, or related field (preferred)
- 1–3 years of experience
- Strong attention to detail and ability to multitask while handling client requests
- Strong organization skills and solid computer aptitude (Outlook, Excel, Word)
- Working knowledge of investment transactions and/or cash movement processing
- Initiative to take on additional work when needed
- Strong written and verbal communication skills
- IRA knowledge and alternative investment experience (preferred)
Benefits
- Pay: $21–$25/hour ($43,680–$52,000/year)
- Healthcare, 401(k), paid holidays, PTO, parental leave, employee assistance program
- Potential incentives/bonuses depending on role and performance
Quick move: if you’re within 90 minutes of Oak Brook, decide right now if 4 office days/month is a dealbreaker. If it’s not, this is a clean resume-builder in finance ops.
Happy Hunting,
~Two Chicks…