at Inspira Financial Trust, LLC in Oak Brook, Illinois, United States
Job 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.
Dont 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 arent 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!
- This position must be able to start between 7 a.m. CT to 9 a.m. CT.
HOW YOU WILL SOAR:
The File Operations Consultant is responsible for inbound and outbound file implementations, SFTP setups and questions, issue resolution, and daily file tracking and maintenance projects. The incumbent will collaborate with client file teams, vendors and the Client Services team for new file implementations and existing file issue resolution.
- Setup SFTP site for file delivery
- Troubleshoot SFTP site issues
- Inbound and outbound file implementations including meetings with clients/vendors as needed, setting up new files in PayFlex systems and file testing
- Perform daily file tracking, error resolution and other routine file processes
- Process nonstandard files upon request
- Collaborate with clients, account and/or implementation managers regarding existing or new processes
- Provide file issue research and issue resolution
- Other duties as assigned
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
- Bachelor's Degree in Business, Accounting, Finance or related field
- 3-5 years of applicable experience
- 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 and Outlook
- Strong verbal and written communication skills
- An aptitude for prioritization and multi-tasking
- Strong collaboration skills
- Ability to coordinate others for small and/or daily projects.
- A drive to learn and apply new concepts quickly
- Prior file processing experience required.
- Experience with PayFlex systems 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...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
