Sr. Wire Specialist (Hybrid - Denver, CO) at Inspira Financial Trust, LLC in Denver, Colorado

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!

• Typical schedule for this position is 7:30 a.m. MT to 4:30 p.m. MT.
• This position comes into the Denver, CO office on Monday and Wednesday of each week.

HOW YOU WILL SOAR:

The Senior Wire Specialist will report to the Accounting Manager. This role is responsible for supporting the Accruit Finance and Operations teams by approving and overseeing the movement and reconciliation of client funds to ensure adherence to department policies and procedures.

• Oversee the Treasury and Accounting Administrators confirmation of wire instruction confirmations to ensure proper instructions are provided and are confirmed with authorized parties


• Oversee the Wire Specialists opening of client subaccounts


• Review and approve wire disbursements and check requests initiated by the Wires Specialist
  
  
  
  • Daily wire volume varies but can be up to 30 wires a day, with volume expected to increase
  
  
  • Wire amounts also vary but can include wires up to $50 million per transaction
  
  
  • Review will include ensuring proper beneficiary, which may involve reviewing organizational and legal documents
  
  
• Perform daily subaccount bank reconciliations and reconcile variances
  
  • This involves comparing 500+ subaccount bank balances to internal recordkeeping reports
• Review master account balances daily and ensure all funds are allocated properly and timely


• Assist the Wires Specialist and the Treasury and Accounting Administrator with the following tasks as needed, depending on volume and team coverage:
  
  
  
  • Apply incoming wired funds to customer accounts and follow up on any unapplied funds in a timely manner
  
  
  • Confirmation of wiring instructions for outgoing wires
  
  
  • Serve as a backup for wire initiations and pulling client fees from bank accounts
  
  
• Assist in the development and adherence of policies and procedures to maintain the integrity of the disbursement process by staying up to date on fraud protection and best practices


• Assist with client questions and preparing back-up support as needed


• Review and sign outgoing checks


• Work closely with banking partners (5 banks currently) when issues arise on the banking side or when a verbal callback is needed prior to wire disbursement


• Working closely with the Operations team to ensure providing top tier service and coming up with solutions to operational issues faced


• Performing additional tasks or responsibilities as needed by the department or company


• Ability to work 40+ hours is required and the expectation is that assigned tasks are completed in a timely manner

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

• 4+ years of experience in Finance, Banking, Accounting, or similar industries


• Experience mentoring and coaching junior team members and working collaboratively with a team


• Experience with the wiring of funds, including confirmation of wiring instructions


• Real estate experience and familiarity with 1031 exchanges is a plus


• Bachelors Degree in Accounting, Finance, or related field preferred


• 
  
  • Company Values: Creative, Collaborative, Competitive, Curious
  
  
  • Highly ethical
  
  
  • Comfortable not knowing answers, but resourceful and able to resolve issues
  
  
  • Open to receiving and providing feedback
  
  
  • Analytical
  
  
  • Evaluative
  
  
  • Organized
  
  
  • Detail-oriented
  
  
  • Confident
  
  
  • Flexible and adaptable
  
  
  • Highly self-motivated and directed
  
  
  • Must be able to work effectively and efficiently out of the office (from home or alternative location) 2-3 days a week
  
  
  • Able to record, analyze and interpret data
  
  
  • Strong time-management and prioritization skills, and ability to manage multiple tasks at once
  
  
  • Proficiency with computers including excellent Microsoft Excel skills
    
    • Must be proficient with functions such as filtering, sorting, creating pivot tables, using lookup functions and other functions used to compare and analyze data
  • Proven analytical and problem-solving abilities
  
  
  • Strong written, oral, and interpersonal communication skills
  
  
  • Experience working both independently and in a team-oriented, collaborative environment
  
  
  • Able to demonstrate and hold others accountable for organizational values and ability to provide constructive feedback
  
  

The Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Salary Minimum: $50,000 Salary Maximum: $65,000. The base salary range above represents the salary range for this position. The range listed is just one component of Accruit's total compensation package for employees. In addition, Accruit provides a variety of benefits to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).

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 tremendous growth on lists, such as Crains Fast 50 and Inc. 5000, as well as our dedication to our customers wellbeing receiving the 2021 Gallagher Best-In-Class Employer and the 2020 Greater Oak Brook Chamber of Commerce Exceptional Service Award.

Apply Now