Valuations Specialist (Hybrid-Oak Brook, IL)

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!

• Typical schedule for this position is Monday to Friday from 8 a.m. CT to 4:30 p.m. CT.
• 1 to 2 weekends required per quarter.
• This position needs to be able to come into the Oak Brook, IL office as needed.

HOW YOU WILL SOAR:
The Valuations team is responsible for updating valuations for alternative assets held in custody by Inspira. These updates, received from investment sponsors or other third parties, are processed both manually and through the use of an automated reconciliation system. The Valuations Specialist is responsible for facilitating alternative asset valuation updates through implementation and administration of the reconciliation system and manual processing. The incumbent will work closely with investment sponsors, clients, and various internal departments to resolve any issues that arise. The ideal candidate will be able to multitask while also being detail oriented, flexible and analytical.

• Facilitate asset valuation updates through implementation and administration of the TRecs reconciliation system
• Complete assigned TRecs implementation tasks in a timely manner to ensure that the project progresses, and follow-through with any ongoing responsibilities
• Review and record alternative asset valuation updates, which includes analyzing sponsor statements and reconciling activity to the Trust Accounting System to identify and resolve differences
• Research and resolve complex valuation issues
• Monitor past due alternative asset valuations and assist with periodic and year-end valuation mailings to sponsors and clients
• Ensure all processing consistently meets established service levels and is done with a high degree of accuracy
• Create and maintain written operating procedures related to assigned functions
• Actively share ideas to improve department processes and efficiencies
• Other duties as assigned

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

• Bachelor's Degree in Accounting, Finance or related field
• 1-3 years of ap