Treasury & Accounting Admin (Remote)

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Take the next step in your journey at Accruit, an Inspira Financial Solution. 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, CO, 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
The Treasury & Accounting Administrator is primarily responsible for confirming wire instructions in the proprietary 1031 exchange workflow software, Exchange Manager Pro, and assisting the Finance team in essential accounting and administrative responsibilities.

• Verbally confirming wiring instructions for exchanges in Exchange Manager Pro software as well as for any reverse exchange disbursements not submitted through Exchange Manager Pro.
• Collecting W-9s and proper supporting documentation for any reverse exchanges.
• Emailing Exchange Manager Pro SaaS statements according to the scheduled invoice dates and ensuring that invoices are properly set up on a recurring basis.
• Emailing monthly referral fee backup to referral partners and fielding follow-up questions.
• Pulling bank statements and Exchange Manager Pro detailed reports to assist in the reconciliation processes.
• Monitoring and taking ownership over all incoming emails to the inbox designated for disbursement requests.
• Pulling fees within banking platforms to the appropriate fee account, investigating any fees which are unable to be pulled, and maintaining a list of any fees that have not been able to be pulled.
• Performing additional tasks or responsibilities as needed by the Finance team.
• Assisting with 1099's and other tax related fillings.

MINIMUM QUALIFICATIONS - REQUIREMENTS OF POSITION

• Bachelor's Degree in related field or equivalent industry experience.
• Experience with the wiring of funds, including confirmation of wiring instructions.
• Real estate experience and familiarity with 1031 exchanges is a plus

Preferred Qualifications
BEHAVIORS & TRAITS

• Company Values: Creative, Collaborative, Competitive, Curious
• Highly ethical
• Willingness to learn new skills and take on responsibilities
• Comfortable not knowing answers, but resourceful and able to resolve issues
• Proactive
• Open to receiving and providing feedback
• Detail-oriented
• Organized
• Flexible and adaptable

KNOWLEDGE AND SKILLS

• Must be able to work effectively and efficiently out of the office
• Strong time-management and prioritization skills, and ability to manage multiple tasks at once.
• Proficiency with computers including excellent Microsoft Excel skills.
• Must be proficient with functions such as filtering, sorting, creating pivot tables, using lookup functions and other functions used to compare and analyze data.
• Proven analytical and problem-solving abilities.
• Strong written, oral, and interpersonal communication skills.
• Experience working both independently and in a team-oriented, collaborative environment.
• Able to demonstrate and hold others accountable for organizational values.

POSITION TYPE AND EXPECTED HOURS OF WORK

• This is a full-time position with 40+ hours of work expected each week.
• Start time is no later than 7:30am MT.
• Reliable Internet connection
• Minimal travel is expected with this position.

LOCATION AND TELECOMMUTING

• This position is remote

Compensation & Benefits
$21.00/hr-$27.50/hr