Job Description
Inspira Financial is a company dedicated to helping businesses and individuals thrive in their health and wealth journeys. The Reconciliation Specialist plays a critical role in ensuring accurate and timely reconciliation of financial transactions, supporting the company’s ability to manage risk and maintain client trust. Responsibilities Obtain the balance and activity for the various banks daily Obtain the appropriate reports from the trust accounting system for reconciling daily Analyze and reconcile the various bank account balances and activity to the trust accounting system balances and activity daily Contact internal clients as necessary to obtain required documentation for reconciling Maintain all reconciling documentation in a secure location for retention Obtain the positive pay file from the check printing solution daily Notify each department of current reconciling items assigned to them for review and adjustment to ensure timely correction Maintain and follow-up with clients as needed on any outstanding checks awaiting negotiation Obtain cleared check copies as requested Ensure that all processing consistently meets established service levels, policies, and procedures and complete with a high degree of accuracy Record important notes within the client account portal Record supporting documentation in the client account file Manage and distribute departmental incoming mail as received Manage department email boxes, including e-fax Manage client inquiries within the Customer Relationship Management Services software Respond to incoming and outgoing communications, including emails, phones, and faxes Effectively communicate and utilize sound judgement to escalate issues that may require intervention of the manager Assist in the development and revision of policies and procedures with emphasis on internal controls Other duties as assigned Skills 1-3 years of experience in Accounting, Banking, Finance or related field Bachelor's Degree Business, Finance, Accounting, or equivalent preferred Minimum 1 year of experience in financial reconciliation, bookkeeping, and fact-checking Deep understanding of financial controls and reconciliation processes Strong attention to detail with proven analytical and problem-solving capabilities Demonstrated ability to meet strict departmental service levels while balancing complex reconciliation and ancillary tasks Proficient in Microsoft Excel (including advanced formulas), Word (including mail merge), and Outlook Ability to type, enter data, and perform tasks quickly and accurately Effective communicator with strong verbal and written communication skills Capable of managing incoming/outgoing communications and client inquiries professionally Self-motivated and proactive with the ability to work independently in a fast-paced environment Committed to delivering high-quality service and maintaining accuracy under pressure Infrequent travel Must have access to personal transportation as needed Prolonged periods of sitting at a desk and working on a computer Preferred experience with trust accounting systems, IRAs, and alternative assets Experience with accounting software such as QuickBooks and Oracle Familiarity with internal control frameworks Familiarity with IRA/IRS rules and regulations preferred Benefits Healthcare 401K savings plan Company holidays Paid time off Parental leave Employee assistance program Company Overview Your devoted partner for health, wealth, retirement, and benefits. It was founded in 2000, and is headquartered in Oak Brook, Illinois, USA, with a workforce of 1001-5000 employees. Its website is