Investor Specialist / IRA Specialist (Remote) - Inspira Financial

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!

• Hybrid position if state of residence is in IL. Remote position if state of residence is outside of IL.
• Training Schedule: 8:30 a.m. CT to 5 p.m. CT (subject to modification due to business needs).
• Regular Schedule: fluctuates between 8:30 a.m. CT to 5 p.m. CT and 9:30 a.m. CT to 6 p.m. CT (subject to modification due to business needs).

HOW YOU WILL SOAR:

The Investor Specialist is responsible for providing service and support to engaged, individual clients, as well as some institutional relationships such as introducing brokers, Futures Commission Merchants, and investment sponsors. The Investor Specialist will work directly with a variety of clients to assist with new business inquiries, account funding, investment transactions, account transfers, distributions, online assistance and managing the overall client experience with Inspira Financial. The role also assumes the primary responsibility of interacting with all necessary internal Inspira departments to resolve client requests or answer any inquiries related to the investments held in the account.

• Serve as the primary point of contact for individual clients, introducing brokers, Futures Commission Merchants, MAIN and Fund Sponsors
• Support and guide clients through the investment process consistent with applicable IRS rules and regulations
• Understand the new account, distribution, and investment process and be able to articulate the subject matter to all client bases
• Answer client inquiries regarding MTC products, services and fees in a timely and accurate manner
• Manage incoming and outgoing communications including phone queues, faxes and emails
• Maintain a professional approach to client service, consistent with MTC protocol and service levels
• Provide educated answers with regard to IRA functions and Internal Revenue Service Code including prohibited transactions and complex investment scenarios
• Onboard New clients
• Meet and assist on site clients

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

• Bachelor’s degree in Business, Finance, Communications or minimum 3 years of experience in the financial services industry
• 1-3 years of applicable experience
• Strong relationship and communication skills applied to both internal and external clients
• Excellent organizational skills, technical acumen allowing the ability to multi-task across systems
• Excellent verbal and written communication skills
• Expertise to proactively analyze and make quick, sound decisions
• Ability to explain complex information clearly and simply
• Ability to solve complex issues, both independently and in a collaborative team environment
• Strong computer aptitude with proficiencies in Salesforce, Microsoft Outlook, Excel, and Word
• Being a self-starter and the ability to work independently
• Ability to maintain the highest quality of service and professionalism
• Extensive knowledge of and experience with IRA’s and IRS rules and regulations preferred
• Experience with Alternative Investments/Private Placements 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 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 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.