The Transaction Services Specialist will handle transaction processing for alternative investments and futures, communicate with clients/sponsors, and support IRA requirements.
Join Us!
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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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!
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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Transaction Services Specialist will report to the Transaction Services Manager in the R&C Operations Department. This role is responsible for processing transactions relating to the purchase and sales of alternative investments and futures. This will require contact with both clients and fund sponsors in completing investment transactions and is instrumental in building and maintaining credibility and confidence in Inspira. This person will act closely with other departments, including the Alternative Sales Group and Client Service Groups to resolve client requests and other inquiries.
• Execute the placement of transactions for futures and alternative assets• Primary contact person for clients and investment sponsors as needed to complete transactions• Supports and guides clients through the investment process consistent with IRS rules and regulations• Responds to client or sponsor inquiries on how to make an investment and/or the status of transactions in progress• Assists clients as needed with regards to IRA requirements and Internal Revenue Service Code including prohibited transactions and complex investment scenarios• Serves as a backup Real Estate Specialist• Other duties as assigned
Typical work hours are Monday through Friday, from 8 a.m. CT to 5 p.m. CT.
Preferred Qualifications
• 1-3 years of experience• Bachelor's Degree in Accounting, Business, Finance, or related field
Skills & Abilities:• Strong attention to detail and ability to solve issues and multi-task while handling client requests• Excellent organizational skills• Strong computer aptitude with proficiency with Microsoft Outlook, Excel, and Word• Strong working knowledge of investment transactions and/or experience with processing cash movements• Strong initiative and willingness to seek out additional work and/or responsibilities• Excellent verbal and written communication skills• Ability to maintain the highest quality of customer service• Demonstrate the ability to proactively analyze, problem-solve, and make quick sound decisions• Ability to work well with others• IRA knowledge and experience with alternative investments preferred
Compensation & Benefits
$21.00/hr-$25.00/hr ($43,680/yr-$52,000/yr)
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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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!
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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Transaction Services Specialist will report to the Transaction Services Manager in the R&C Operations Department. This role is responsible for processing transactions relating to the purchase and sales of alternative investments and futures. This will require contact with both clients and fund sponsors in completing investment transactions and is instrumental in building and maintaining credibility and confidence in Inspira. This person will act closely with other departments, including the Alternative Sales Group and Client Service Groups to resolve client requests and other inquiries.
• Execute the placement of transactions for futures and alternative assets• Primary contact person for clients and investment sponsors as needed to complete transactions• Supports and guides clients through the investment process consistent with IRS rules and regulations• Responds to client or sponsor inquiries on how to make an investment and/or the status of transactions in progress• Assists clients as needed with regards to IRA requirements and Internal Revenue Service Code including prohibited transactions and complex investment scenarios• Serves as a backup Real Estate Specialist• Other duties as assigned
Typical work hours are Monday through Friday, from 8 a.m. CT to 5 p.m. CT.
Preferred Qualifications
• 1-3 years of experience• Bachelor's Degree in Accounting, Business, Finance, or related field
Skills & Abilities:• Strong attention to detail and ability to solve issues and multi-task while handling client requests• Excellent organizational skills• Strong computer aptitude with proficiency with Microsoft Outlook, Excel, and Word• Strong working knowledge of investment transactions and/or experience with processing cash movements• Strong initiative and willingness to seek out additional work and/or responsibilities• Excellent verbal and written communication skills• Ability to maintain the highest quality of customer service• Demonstrate the ability to proactively analyze, problem-solve, and make quick sound decisions• Ability to work well with others• IRA knowledge and experience with alternative investments preferred
Compensation & Benefits
$21.00/hr-$25.00/hr ($43,680/yr-$52,000/yr)
Top Skills
Excel
Microsoft Outlook
Microsoft Word
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