Operations Specialist (Hybrid-Longwood, FL) at Inspira Financial Trust, LLC in Longwood, Florida

Job Description:

Take the next step in your journey. At NuView Trust , 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.

Dont meet every single requirement? Here at NuView Trust, 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, NuView Trust 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:

At NuView Trust, we're not just looking for an Operations Specialist; we're seeking a Growth-Focused Operations Specialist who's eager to seize opportunities and thrive in a dynamic environment. As a leader in the retirement account custodian industry, we empower our employees to take control of their careers while assisting our clients in achieving their financial goals. As an operations specialist, you have the opportunity to assist clients either in person, on the phone, or by email correspondence.

• Create a positive customer service environment, fostering growth for clients and yourself
• Maintain records through our CRM system
• Collaborate for efficiency improvements, fueling your career growth
• Safeguard data and ensure compliance for continued expansion
• Build relationships with colleagues, fostering personal and professional growth

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

• Highschool Diploma or GED
• 0-2 years of applicable experience
• Documenting/Recording Information: Proficiency in documenting and recording client interactions that either happen on the phone or email, ensuring accurate recordkeeping by entering the information into our client relationship management system (CRM)
• Performing Administrative Activities: Perform administrative functions or clerical duties such as typing, processing orders, or sorting incoming/outgoing mail, to ensure seamless daily operational functions
• Getting Information: Research client inquiries and gather information promptly by asking probing questions either verbally or written then researching to provide answers and solutions to our clients.
• Organizing, Planning, and Prioritizing Work: Articulate guidelines and regulations to clients via phone or email, ensuring they have a clear understanding of the implications for their accounts
• Interpreting the Meaning of Information for Others: Translate rules and regulations to clients on the phone or email to ensure full understanding
• Communicating with Supervisors, Peers, or Subordinates: Communicate effectively with all team members through in-person interactions and using platforms such as Microsoft Teams and Outlook, ensuring consistent clarity and fostering positive communication

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 Crains Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built Ins 2023 Best Places to Work and Gallaghers 2022 Best-In-Class Employer awards.

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