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
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