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Processes traditional securities operations, including cash settlements, dividends, transfers, corporate actions, reconciliations, trade adjustments, security master maintenance, and restricted stock custody. The role supports client trade inquiries, monitors orders, maintains procedures, coordinates with custodians and trading firms, and ensures accurate, timely processing in accordance with company policies and service levels.
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
Job Summary & Responsibilities
The Traditional Asset Specialist will report to the Traditional Asset Manager in the R&C Operations Department. This role is responsible for all processing related to traditional securities held in custody by Inspira. Traditional securities include publicly traded stocks, bonds, and mutual funds. The department is comprised of two teams: Trade Comparison, Clearance & Settlement (TCCS) and Account Maintenance Activities (AMA). Primary responsibilities of the TCCS team include trade settlement, liquidations, transfers, and order monitoring. Primary responsibilities of the AMA team include dividends, corporate actions, restricted stock, position reconciliations, security master maintenance, and trade adjustments. The candidate will be initially assigned to a specific team and role, and overtime, will rotate functions within and between teams. Within Traditional Operations, there is a high degree of teamwork. The ideal candidate will be highly proficient with numbers and reconciliations, possess strong attention to detail and the capacity to multitask and operate in a fast-paced environment.• Review and process daily cash settlements • Post periodic dividends and interest payments to client accounts ensuring appropriate tax coding• Process incoming and outgoing transfers through sub-custodian systems and record transfer transactions once assets have been received or delivered• Process corporate actions, such as stock splits, mergers, conversions and exchanges, which includes sending notifications to clients, maintaining the security master and processing transactions to properly reflect the changes• Reconcile security positions with sub-custodians in a timely and accurate manner • Assist clients with trade questions and place client trades for calls received through Inspira's trading desk while monitoring open orders to ensure timely and accurate execution• Maintain the Security Master for traditional asset classes in the Trust Accounting System• Vault physical restricted stock certificates and deposit physical marketable securities with the sub-custodian to convert to book-entry positions• Interact with internal departments, external sub-custodians and trading firms in a positive professional manner• Ensure that work generated consistently adheres to Company policies and procedures and meets established service levels • Create and maintain written operating procedures related to assigned functions• Actively share ideas to improve department processes and efficiencies• Other duties as assigned
The typical schedule for this position is Monday through Friday, from 8 a.m. CT to 4:30 p.m. CT. Some weekend work may be required based on business needs. Training is conducted onsite four days per week for candidates located in Illinois.
Preferred Qualifications
• 1-3 years of experience• Bachelor's Degree in Accounting, Finance, Mathematics, or related field
Skills & Abilities:• Ability to be detail-oriented, organized and dependable • Possess a strong aptitude for numbers and reconciliations• Proactive and analytical, able to problem-solve and propose solutions• Operate efficiently, with a high degree of accuracy and follow-through• Proven ability to both prioritize and manage multiple tasks to completion• Ability to work effectively and accurately under pressure• Possess excellent verbal and written communication skills• Operate with a high sense of responsibility and conscientiousness in delivering results• Optimistic with a consistently positive and flexible attitude• Demonstrated strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook• Ability to maintain the highest quality of service • Working knowledge of Trust Accounting System, IRAs and alternative assets preferred• Knowledge of publicly-traded securities and experience with processing cash movements preferred
Compensation & Benefits
$20.45/hr-$25.00/hr
#BI-Hybrid
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
Job Summary & Responsibilities
The Traditional Asset Specialist will report to the Traditional Asset Manager in the R&C Operations Department. This role is responsible for all processing related to traditional securities held in custody by Inspira. Traditional securities include publicly traded stocks, bonds, and mutual funds. The department is comprised of two teams: Trade Comparison, Clearance & Settlement (TCCS) and Account Maintenance Activities (AMA). Primary responsibilities of the TCCS team include trade settlement, liquidations, transfers, and order monitoring. Primary responsibilities of the AMA team include dividends, corporate actions, restricted stock, position reconciliations, security master maintenance, and trade adjustments. The candidate will be initially assigned to a specific team and role, and overtime, will rotate functions within and between teams. Within Traditional Operations, there is a high degree of teamwork. The ideal candidate will be highly proficient with numbers and reconciliations, possess strong attention to detail and the capacity to multitask and operate in a fast-paced environment.• Review and process daily cash settlements • Post periodic dividends and interest payments to client accounts ensuring appropriate tax coding• Process incoming and outgoing transfers through sub-custodian systems and record transfer transactions once assets have been received or delivered• Process corporate actions, such as stock splits, mergers, conversions and exchanges, which includes sending notifications to clients, maintaining the security master and processing transactions to properly reflect the changes• Reconcile security positions with sub-custodians in a timely and accurate manner • Assist clients with trade questions and place client trades for calls received through Inspira's trading desk while monitoring open orders to ensure timely and accurate execution• Maintain the Security Master for traditional asset classes in the Trust Accounting System• Vault physical restricted stock certificates and deposit physical marketable securities with the sub-custodian to convert to book-entry positions• Interact with internal departments, external sub-custodians and trading firms in a positive professional manner• Ensure that work generated consistently adheres to Company policies and procedures and meets established service levels • Create and maintain written operating procedures related to assigned functions• Actively share ideas to improve department processes and efficiencies• Other duties as assigned
The typical schedule for this position is Monday through Friday, from 8 a.m. CT to 4:30 p.m. CT. Some weekend work may be required based on business needs. Training is conducted onsite four days per week for candidates located in Illinois.
Preferred Qualifications
• 1-3 years of experience• Bachelor's Degree in Accounting, Finance, Mathematics, or related field
Skills & Abilities:• Ability to be detail-oriented, organized and dependable • Possess a strong aptitude for numbers and reconciliations• Proactive and analytical, able to problem-solve and propose solutions• Operate efficiently, with a high degree of accuracy and follow-through• Proven ability to both prioritize and manage multiple tasks to completion• Ability to work effectively and accurately under pressure• Possess excellent verbal and written communication skills• Operate with a high sense of responsibility and conscientiousness in delivering results• Optimistic with a consistently positive and flexible attitude• Demonstrated strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook• Ability to maintain the highest quality of service • Working knowledge of Trust Accounting System, IRAs and alternative assets preferred• Knowledge of publicly-traded securities and experience with processing cash movements preferred
Compensation & Benefits
$20.45/hr-$25.00/hr
#BI-Hybrid
Inspira Financial Oak Brook, Illinois, USA Office
Our company is located in the heart of Oak Brook, IL, a suburb of Chicago, located about 19 miles west of the Chicago Loop (downtown Chicago).
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