Operations Specialist

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.
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 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
At NuView IRA, we're not just looking for an Operations Specialist; we're seeking a Growth-Focused Operations Specialist who's eager to seize opportunities and thrive in a dynamic environment. As a leader in the retirement account custodian industry, we empower our employees to take control of their careers while assisting our clients in achieving their financial goals. As an operations specialist, you have the opportunity to assist clients either in person, on the phone, or by email correspondence. • Create a positive customer service environment, fostering growth for clients and yourself.• Maintain records through our CRM system.• Collaborate for efficiency improvements, fueling your career growth.• Safeguard data and ensure compliance for continued expansion.• Build relationships with colleagues, fostering personal and professional growth.
Key Growth Points:• Deliver client solutions with an entrepreneurial mindset.• Embrace our core values: service, accountability, passion, and integrity.• Master systems like Salesforce and Microsoft Office.
Preferred Qualifications
Years of Experience: N/A . Degree: N/A . Certification: N/A . Skills & Abilities: • Documenting/Recording Information: Proficiency in documenting and recording client interactions that either happen on the phone or email, ensuring accurate recordkeeping by entering the information into our client relationship management system (CRM).• Performing Administrative Activities: Perform administrative functions or clerical duties such as typing, processing orders, or sorting incoming/outgoing mail, to ensure seamless daily operational functions.• Getting Information: Research client inquiries and gather information promptly by asking probing questions either verbally or written then researching to provide answers and solutions to our clients. • Organizing, Planning, and Prioritizing Work: Articulate guidelines and regulations to clients via phone or email, ensuring they have a clear understanding of the implications for their accounts.• Interpreting the Meaning of Information for Others: Translate rules and regulations to clients on the phone or email to ensure full understanding. • Communicating with Supervisors, Peers, or Subordinates: Communicate effectively with all team members through in-person interactions and using platforms such as Microsoft Teams and Outlook, ensuring consistent clarity and fostering positive communication.
Preferred Skills: • Evaluating Information to Determine Compliance with Standards: Review financial documents and transaction requests to ensure compliance standards are met.
Compensation & Benefits
$20.45/hr- $23.50/hr