Fund Custody Specialist (Hybrid-Oak Brook, IL)

Remote Full-time
Inspira Financial is a company focused on helping businesses and individuals thrive through health, wealth, retirement, and benefits solutions. The Fund Custody Specialist will manage relationships with clients and advisors, handling daily operations related to fund custody services, including processing transactions and maintaining client communications. Responsibilities Serve as a dedicated point of contact for assigned fund custody clients Support and guide clients through account opening, the investment process, and ongoing activities Manage incoming and outgoing communications for assigned clients Monitor the establishment of data feeds as needed Review received data files from clients and investment sponsors Process the re-registration of assets Execute asset and cash transactions as directed, including but not limited to alternative assets, traditional assets, brokerage accounts, client subscriptions and redemptions, and fund expense payments Monitor and release funds from external bank accounts Answer client inquiries regarding Inspira products, services and fees in a timely and accurate manner Work cross-functionally with various departments within the business to maximize service Other duties as assigned Skills 1-3 years of experience in financial services industry or with alternative investments Bachelor's Degree in Accounting, Business, Finance, or related field Strong relationship and communication skills Ability to solve problems, both independently and in a collaborative team environment Ability to maintain the highest quality of service and professionalism Excellent analytical skills with a proactive nature Strong organization skills with a drive to meet deadlines An affinity for accuracy and efficiency Proficiency in Microsoft Excel, Word and Outlook An aptitude for prioritization and multi-tasking A drive to learn and apply new concepts quickly Experience with Salesforce CRM Benefits Healthcare 401K savings plan Company holidays Paid time off Parental leave Employee assistance program Company Overview Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. It was founded in undefined, and is headquartered in Oak Brook, Illinois, US, with a workforce of 1001-5000 employees. Its website is
Apply Now

Similar Opportunities

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote Full-time

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote Full-time

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote Full-time

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote Full-time

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote Full-time

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote Full-time

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote Full-time

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote Full-time

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote Full-time

USPS Office Helper

Remote Full-time

Experienced MBA Leadership Development Program Professional - Commercial and Customer Experience Strategy Expert

Remote Full-time

Experienced Remote Data Entry Specialist - Travel Industry - Immediate Start - Flexible Work Schedule and Career Growth Opportunities

Remote Full-time

Experienced Product Engineer for Supply Chain Development and Manufacturing – Full-Time Remote Opportunity with blithequark

Remote Full-time

Data Reporting Intern

Remote Full-time

Senior Application Architect - Medical Records Management Remote

Remote Full-time

Content Specialist

Remote Full-time

Remote Evening Shift Pharmacy Billing & Claims Adjudication Specialist – LTC Expertise, Medicare Part D & Prior Authorization

Remote Full-time

Experienced or Entry-Level Data Entry Specialist for Remote Work Opportunities in a Multicultural and Dynamic Environment

Remote Full-time

**Job Title:** Virtual Customer Service Representative – Join blithequark's Remote Team and Unlock a World of Opportunities

Remote Full-time

High School Reading Tutor

Remote Full-time
← Back to Home