Offices at Inspira Financial

The Reconciliation Manager oversees and assists the Tax and Reconciliation teams, providing leadership and guidance to ensure accuracy in tax reporting and timely completion of responsibilities. Key tasks include coordinating tax reporting, analyzing tax files, preparing tax forms, reviewing tax returns, and responding to IRS notices.

The Sales Executive drives revenue by selling custodial solutions to businesses, focusing on Broker-Dealers and RIA firms. This role includes executing sales strategies using HubSpot, growing the prospecting database, leveraging industry contacts, and understanding client needs to provide suitable solutions.

The Inside Sales Representative will assist clients in understanding retirement accounts, guide them through account openings, and maintain relationships with current and new clients. This role involves communicating effectively, presenting information at events, and collaborating with the Business Development and Marketing teams.